Still Waters Investment Strategies (SWIS) offers investment management using semi-automated quantitative strategies and comprehensive financial planning. SWIS uses mathematical models and algorithms to identify investment opportunities. Financial planning covers goal setting, cash flow, investment, tax, retirement, insurance, estate, and debt management. SWIS tailors services to individual needs and allows reasonable client restrictions.
Assets Under Management$2.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.3M
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Fee Structure
Minimum Investment:$25K
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 - $2.0M | 0.85% |
| $2M+ | 0.75% |
All fees are negotiable and may be reduced or waived at the sole discretion of SWIS. Financial planning fees may be waived if you enter into an investment management agreement within six months of the initial plan delivery.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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