SWS Partners offers personalized financial planning, investment management, and consulting services to individuals, families, pension plans, trusts, estates, charities, and small businesses. SWS works with clients to understand their financial objectives, risk tolerance, and time horizon, and then develops a customized strategy to manage their assets. SWS manages client accounts on a discretionary basis, but can accommodate non-discretionary accounts. SWS also offers services to multi-family offices and institutions.
Assets Under Management$360M
Clients169
Advisors5
Avg. per Client$2.1M
Avg. per Advisor$72M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.90% |
These fees are for SWS Managed Account Programs. SWS Investment Management charges 0.50% on select stock portfolios. SWS reserves the right to lower fees at its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...