Switchbacks Capital Advisory offers customized wealth management services through continuous personal client contact, providing discretionary investment management and comprehensive financial planning. Switchbacks Capital Advisory builds investment portfolios primarily using exchange-traded funds and low-cost mutual funds, while also accommodating individual stocks, bonds, and cryptocurrency exchange-traded funds when appropriate. Clients can establish reasonable restrictions on portfolio holdings. Switchbacks Capital Advisory integrates financial planning into its wealth management services, helping clients with investment planning, retirement planning, personal savings, education savings, and insurance needs. The firm operates as a registered investment advisor located in Montana and serves individuals, high-net-worth individuals, families, trusts, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
Fees are negotiable at the sole discretion of Switchbacks Capital Advisory. Aggregate assets under management are taken into consideration.