Sarver Vrooman Wealth Advisors (SVWA) offers investment management on a discretionary or non-discretionary basis, ERISA plan services as a 3(21) advisor, and financial planning. Investment strategies are tailored to individual client goals and objectives. Clients can impose restrictions on their investments. Financial planning covers various topics, including financial goals, retirement strategy, and estate preservation.
Assets Under Management$440M
Clients377
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...