SWBC Investment Company offers financial advice, portfolio management, and financial planning services to individuals. SWBC manages portfolios internally or uses sub-advisers. SWBC also provides investment management services to registered mutual funds and private pooled investment vehicles. SWBC is committed to delivering services to clients under the arrangement preferred by the client.
Assets Under Management$230M
Clients406
Advisors17
Avg. per Client$560K
Avg. per Advisor$13M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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