Swan Wealth Advisors offers investment management services using a strategy called the Defined Risk Strategy (DRS). The DRS is an index-based strategy designed to protect investors from market declines, provide income, and benefit from market appreciation. Swan manages investments for individuals, institutions, and other investment advisor firms. Swan also has affiliations with other Swan companies.
Assets Under Management$90M
Clients44
AdvisorsN/A
Avg. per Client$2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and range from 0.50% to 1.25% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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