SW Advisors, LLC offers portfolio management services to individuals, high net worth individuals, corporations, business entities, charities, and institutions. SW Advisors creates individualized portfolios based on client objectives, time frame, and risk tolerance, using a combination of model portfolios or investment strategies managed on a discretionary basis. The firm uses technical analysis as its investment strategy.
Assets Under Management$16M
Clients63
Advisors1
Avg. per Client$250K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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