SYW Capital Management (SYWCAP) offers ongoing portfolio management services tailored to clients' goals, risk tolerance, and time horizon. SYWCAP also acts as a subadvisor to other advisory firms. SYWCAP generally limits its investment advice to fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities. SYWCAP recommends investments in a private fund, SWP LP, to suitable clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified clients also pay a 10% performance fee based on capital appreciation. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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