SWAN Retirement Strategies offers investment advice tailored to clients' needs, including asset allocation recommendations for investments like stocks, bonds, and mutual funds. They also provide financial planning consulting services, such as risk assessment, investment planning, and estate planning. SWAN may recommend third-party money managers to manage client assets. These services are available to individuals and high net worth individuals.
Assets Under Management$48M
Clients163
Advisors1
Avg. per Client$290K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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