Swift Creek Wealth Management offers investment advice tailored to clients' needs and objectives. They provide discretionary portfolio management services, where they have the authority to make investment decisions on your behalf. They also offer financial planning services, ranging from broad-based planning to single-subject consultations. Swift Creek primarily advises on mutual funds and exchange-traded funds.
Assets Under Management$4.8M
Clients7
Advisors1
Avg. per Client$680K
Avg. per Advisor$4.8M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Schedule is for Portfolio Management Services with Financial Planning. Standalone Portfolio Management fees are: 0.75% on the first $500,000-$999,999, 0.50% on the next $1,000,000-$1,999,999, and 0.20% above $2,000,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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