Assets Under Management
$248.0M
Number of Clients
1,396
Number of Advisors
6
Average Client AUM
$178K
AUM per Advisor
$41.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Significant Wealth Partners, LLC (SWPL) provides ongoing portfolio management services based on individual client goals and risk tolerance. They also offer financial planning, including investment, insurance, tax, retirement, education, and debt/credit planning. SWPL may recommend third-party investments and is compensated via a fee share.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
117 W. Main St., Cary, IL, 60013