Success Wealth Management (SWM) provides investment management and financial planning services. For investment management, SWM creates a plan based on your goals, risk tolerance, and time horizon. SWM may use sub-advisors to manage your money. Financial planning includes a full financial plan or consultation services on individual topics. SWM also manages assets held away, such as defined contribution plans.
Assets Under Management$97M
Clients772
Advisors13
Avg. per Client$130K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria. SWM also manages assets held away, charging a negotiable annual fee not to exceed 0.75%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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