Swan Wealth Management provides personalized investment management and retirement plan consulting services to individuals, high-net-worth clients, and businesses. The firm builds tailored portfolios using various analytical methods—including fundamental, technical, cyclical, and macroeconomic analysis—alongside third-party strategies through Altruist's Model Marketplace. Swan Wealth Management operates as a registered investment advisor legally required to act in your best interest. In addition to managing investments, the firm's team includes professionals holding credentials such as the Certified Financial Planner designation and Enrolled Agent status, and they offer affiliated tax preparation and insurance services. The firm works with clients on both a discretionary and non-discretionary basis, meaning they can make trades on your behalf or ask for your approval first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable based on criteria such as historical relationship, type of assets, and anticipated future additions.