SW Private Wealth manages investment portfolios and offers financial planning services tailored to individual client needs. They focus on understanding client goals, risk tolerance, and time horizons to develop personalized investment plans. Financial planning services can be offered as a standalone service or in conjunction with investment management. SW Private Wealth does not have discretionary authority over client accounts.
Assets Under Management$41M
Clients40
Advisors1
Avg. per Client$1M
Avg. per Advisor$41M
Fee Structure
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 - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...