Swell Financial manages investment portfolios based on clients' individual needs and goals. They offer ongoing and project-based financial planning services, covering areas like retirement, taxes, insurance, and estate planning. Swell Financial may use third-party managers and recommends custodians like SEI, Altruist, and American Funds.
Assets Under Management$28M
Clients40
Advisors1
Avg. per Client$700K
Avg. per Advisor$28M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee of $7,500. For Clients with $750,000 or more in managed assets, Ongoing Comprehensive Financial Planning will be included without an additional fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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