Southwest Investment Advisors manages investments using asset allocation and Modern Portfolio Theory. They use mutual funds, ETFs, and individual bonds. SIA learns about clients' objectives and risk tolerance to determine the best asset mix. They also offer financial planning services, including budgeting, debt payoff plans, and savings strategies. The majority of investment management clients participate in the Southwest Investment Advisors Wrap Program.
Assets Under Management$330M
Clients1,156
Advisors4
Avg. per Client$280K
Avg. per Advisor$81M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
All fees are negotiable based on total assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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