Signature Wealth Management Partners (SWMP) provides financial planning, consulting, and investment management services. They manage investment portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, structured notes, and certificates of deposit (CDs). SWMP also selects independent investment managers to manage client assets. SWMP tailors its services to each client's needs and objectives, considering their risk tolerance and financial situation.
Assets Under Management$390M
Clients444
Advisors5
Avg. per Client$870K
Avg. per Advisor$77M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.50% |
| $10.0M - $12.0M | 0.46% |
| $12.0M - $15.0M | 0.43% |
| $15.0M - $18.0M | 0.40% |
| $18M+ | 0.38% |
The firm can be engaged to provide wealth management services on a fixed fee basis for certain clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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