SafeWater Investment Management (SWIM) provides ongoing portfolio management based on your goals, risk tolerance, and time horizon. SWIM creates a personalized investment plan for each client. SWIM also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. SWIM generally advises on mutual funds, fixed income, real estate funds, equities, ETFs, and non-U.S. securities.
Assets Under Management$27M
Clients79
Advisors2
Avg. per Client$340K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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