Shealy Wealth Advisory (SWA) provides ongoing portfolio management based on individual client goals and risk tolerance. SWA creates an Investment Policy Statement for each client. SWA also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. SWA may provide advisory services through the SWM and SWM II programs through LPL Financial.
Assets Under Management$18M
Clients153
Advisors1
Avg. per Client$110K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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