SmartAlpha Wealth Advisors (SWA) manages investment portfolios based on individual client needs and goals. SWA also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. SWA works with clients to determine their risk tolerance and time horizon to ensure suitable investment and planning recommendations.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.75% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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