Schroder Wealth Management (US) Limited (SWUSL) is a London-based subsidiary of Schroders plc. SWUSL provides investment management services, both discretionary and non-discretionary, to US residents and US persons living outside the US. SWUSL develops investment strategies tailored to individual clients’ risk profiles, investment preferences and investment objectives, investing across a range of asset classes. SWUSL is covered by the UK Financial Services Compensation Scheme.
Assets Under Management$920M
Clients226
Advisors5
Avg. per Client$4.1M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5.0M - $8.0M | 0.70% |
| $8M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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