Scottsdale Wealth Advisory (SWA) offers investment management services on both a discretionary and non-discretionary basis. SWA also provides financial planning and consulting services, including retirement income planning, tax planning, and estate planning. SWA may use sub-advisors to manage client accounts. SWA primarily serves individuals and high-net-worth individuals.
Assets Under Management$63M
Clients173
Advisors2
Avg. per Client$370K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,000. SWA may use the sub-adviser, Zacks Investment Management, Inc. (Zacks) to manage Client accounts. Clients shall pay an annual fee of 0 to 0.28% to Zacks for services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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