Swapnick, LLC is a registered investment advisor that provides investment management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. Swapnick is a fee-only firm and does not sell commissioned products. Swapnick's investment strategy is based on a mix of assets suitable to the customer’s objectives, time horizon, and risk tolerance.
Assets Under Management$770K
Clients10
Advisors1
Avg. per Client$77K
Avg. per Advisor$770K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees are generally negotiable and may be less for larger client relationships and for non-profit and long-term clients. Current client relationships may exist where the fees are lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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