| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client.
21535 Hawthorne Blvd, Suite 400, Torrance, CA, 90503
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Eric owns income-producing residential rental properties since 1997. Swanson & Associates, Inc. remains in existence as a passthrough entity for Eric and his wife to receive commission trails for the sale of insurance products, though Eric no longer sells insurance products through this entity.