Southwestern Money Management offers investment advice to clients, managing portfolios of stocks and bonds based on their individual needs. They also provide financial planning and investment consulting to individuals who don't have assets managed by the firm. Each client gets a dedicated investment counselor to answer questions.
Assets Under Management$45M
Clients17
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$45M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual investment advisory fee ranges from 0.35% to 1.25% of the client’s portfolio market value of assets under management. The Adviser, in its sole discretion, is permitted to charge a lesser investment management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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