Setarcos Wealth Advisors (SWA) offers investment advice to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. SWA creates custom investment strategies based on your goals, risk tolerance, and financial situation, typically using mutual funds and exchange-traded funds (ETFs). SWA also offers financial planning and consulting services to investment management clients, covering areas like retirement, education savings, and estate planning. SWA does not provide legal, accounting, or tax advice.
Assets Under Management$92M
Clients49
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$9,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
A minimum quarterly fee of $2,250 per household is required. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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