Successful Wealth Strategies (SWS) provides financial advice and manages investments for individuals, businesses, and retirement plans. SWS starts with money coaching to understand a client's financial behaviors, then builds a financial plan based on their assets, income, expenses, and future needs. SWS manages investments based on a client's goals, risk tolerance, and time horizon, using various securities including mutual funds and ETFs. SWS also offers retirement plan consulting services.
Assets Under Management$44M
Clients168
Advisors2
Avg. per Client$260K
Avg. per Advisor$22M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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