Siol Wealth Advisors (SWA) offers investment management services where clients authorize SWA to make investment decisions for them. SWA also provides wealth planning services to review clients' financial situations and make recommendations. These services include retirement planning, cash flow planning, and compensation and benefits planning. Wealth planning is included for investment management clients, but is also offered separately.
Assets Under Management$38M
Clients10
Advisors2
Avg. per Client$3.8M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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