Retire With Swan (RWS) provides retirement-focused financial planning and investment advice to individuals. RWS offers project-based financial planning, ongoing financial planning, and investment management. Financial planning covers retirement income, investments, taxes, Social Security, risk management, cash flow, and estate planning. Investment management includes asset allocation, security selection, and ongoing monitoring.
Assets Under Management$10M
Clients19
Advisors1
Avg. per Client$530K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
For assets above $2,000,000 per household, fees may be negotiated based on complexity and service scope.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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