Robert Swan

15 Years of Experience

1 Disclosure

Robert Swan is a registered investment advisor at Swan Global Investments, LLC, based in Durango, CO, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,969 clients with $2.4B in assets under management.

Swan Global Investments, LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

19 advisors

Number of Clients

1,969 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$2.4B

Fee Structure

Minimum Investment:$250K

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.25%

Fees are negotiable and range from 0.50% to 1.25%.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

1099 Main Ave, Suite 206, Durango, CO, 81301

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History

Regulatory History (1)

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Criminal

March 1984

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Robert is a Director of Operations and part owner of Object Publishing Software, Inc., a print publishing automation services company. He has been involved with the company for over 10 years and dedicates about half of his time to it.

Employment History

Current Registrations

Swan Global Investments, LLC

March 2010 - Present · 16 yrs 1 mo

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.