Sustainable Wealth Strategies provides financial planning and investment management services. Financial planning covers various areas like financial goals, cash flow, insurance, investments, employee benefits, business planning, tax strategies, estate planning, retirement planning, and college savings. Investment management is offered on a non-discretionary basis, tailoring portfolios to client needs. SWS also recommends third-party advisors like GeoWealth and SmartHarvest.
Assets Under Management$590K
Clients3
Advisors1
Avg. per Client$200K
Avg. per Advisor$590K
www.linkedin.com/in/dawn-moses-9869b2a2 ·www.facebook.com/sensible-and-hourly-1518926254... ·www.sensibleandhourly.com
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Household accounts are combined to determine fees. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...