Sustainable Wealth Strategies provides financial planning and investment management services. Financial planning covers various areas like goal setting, cash flow, insurance, investments, taxes, and estate planning. For investment management, SWS creates tailored portfolios and may refer clients to third-party advisors like GeoWealth and SmartHarvest. SWS monitors these third-party advisors and meets with clients to discuss their financial situation and any restrictions.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable. SWS also recommends third-party advisors (GeoWealth and SmartHarvest) with different fee structures.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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