Switchbacks Capital Advisory offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, families, trusts, and charitable organizations. SCA creates customized investment strategies using ETFs, mutual funds, and individual securities. SCA also provides stand-alone financial planning services covering investment, retirement, education, and insurance needs. SCA acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 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 may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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