Slavic Wealth Management (SWM) offers wealth management and financial planning services to individuals and corporations. SWM uses allocation models created by its sister companies. They offer investment options through SMF's Pre-Allocated Portfolios or Bespoke investment program, which primarily consist of mutual funds and may include exchange traded funds (ETFs). SWM combines these allocation services with individual investment advice, emphasizing personal client contact to identify investment goals and risk tolerance. SWM offers the Bespoke Program and Pre-Allocated Portfolios through SMF’s wrap fee program.
Fee Structure
Slavic Wealth Management charges an annual fee based on a percentage of the assets they manage. Clients are charged fees ranging from 0.40% to 0.75% for wealth management and individual retirement accounts. The sub-advisory fees charged by SMF for the pre-allocated portfolios and/or Bespoke portfolios are included in this fee. The firm may negotiate a different management fee or waive fees based on certain criteria.