Syrios Wealth Management Group (SWMG) offers wealth and investment management services, including financial planning and consulting, to individuals, high net worth individuals, pension and profit-sharing plans, non-profit organizations, and businesses. SWMG develops customized investment plans based on clients' objectives and risk profiles, utilizing various asset classes. SWMG may select third-party asset managers to manage portions of client assets. SWMG emphasizes continuous communication with clients regarding life events that could impact their financial objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees are based on cumulative household assets under advisement, with the exception of corporate plans, which ERISA rules prohibit from inclusion with personal assets for fee reductions. For investment and wealth management services SWMG provides to certain clients or for specific client holdings (e.g., held-away assets), we may negotiate a fee rate that differs substantially from our standard fee.