Sword and Shield Solutions offers investment management where they determine the securities to buy or sell, but get your approval before executing any trades. They also offer financial planning services, which include evaluating your current and future financial state to predict cash flows, asset values, and withdrawal plans. They may also recommend third-party managers to manage your portfolio.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Accounts within the same household may be combined for a reduced fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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