Systematic Wealth Management (SWM) offers investment management services where they manage client funds based on individual needs, creating a personalized investment policy. SWM also provides financial planning services, evaluating a client's current and future financial state to predict cash flows and asset values. Financial planning can be project-based or ongoing, covering areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning.
Assets Under Management$2.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
The annual advisory fee is 0.95%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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