Significant Wealth Partners (SWPL) provides ongoing portfolio management services tailored to individual client goals and risk tolerance. SWPL creates an Investment Policy Statement for each client to guide investment decisions. SWPL may recommend third-party investments and receive compensation for these recommendations. SWPL also offers financial planning services, including investment, tax, insurance, retirement, education, and debt/credit planning. Educational seminars and workshops are offered free of charge.
Assets Under Management$250M
Clients1,396
Advisors4
Avg. per Client$180K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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