Strategic Wealth Investment Group (SWIG) provides ongoing investment management based on your goals, risk tolerance, and time horizon. SWIG also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. SWIG generally invests in mutual funds, stocks, bonds, ETFs, REITs, annuities, and government securities. SWIG requires authority to make trades without asking you first.
Assets Under Management$1.1B
Clients4,628
Advisors31
Avg. per Client$240K
Avg. per Advisor$36M
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Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
31 Advisors at this firm
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