Swords Capital Management offers portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage client portfolios with discretion. SwordsCap also provides financial planning services, including investment, insurance, tax, retirement, college, and debt/credit planning, either as a one-time plan or ongoing service. SwordsCap primarily recommends equity ETFs and individual equities.
Assets Under Management$47M
Clients67
Advisors1
Avg. per Client$700K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For SWM accounts, the minimum is $25,000 for assets under management. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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