Shifting the Culture Wealth Partners (SCWP) is a financial planning firm. SCWP offers hourly financial planning, project-based financial planning, and ongoing comprehensive financial planning. SCWP also provides investment management services through third-party managers. SCWP does not act as a custodian of client assets but places trades for clients under a limited power of attorney.
Assets Under Management$1.9M
Clients16
Advisors2
Avg. per Client$120K
Avg. per Advisor$950K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000. The above fee schedule is a straight tiered fee and does not include the Sub-Advisor’s fee. The total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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