OUR PORTFOLIO MANAGEMENT FEES
Our fees are billed quarterly
We are paid an annual fee on portfolio assets managed by SWM. For that fee, we provide discretionary portfolio management, comprehensive financial planning, ongoing financial counseling, coordination and work on their behalf with other financial professionals, including tax planning, estate planning and risk management, important aspects of comprehensive wealth management.
0.375% IF below $400,000
0.3125% IF between $400,001-$600,000
0.25% IF between $600,001-$1,000,000
0.25% on First $1Million
0.20% on the next million ($1MM – $2MM)
0.125% on the remainder ($2MM+)
These quarterly fees are deducted directly from the respective managed accounts and are clearly stated in the SWM Client Quarterly Reports.
NOTE: For those aggressively adding to their portfolio, the firm will manage assets expected to soon reach at least $600,000.