Strategic Wealth Advisors Group (SWAG) provides financial planning, consulting, and investment management services. SWAG manages client investments by allocating assets to independent investment managers. They also offer financial planning services, including retirement analysis, income tax planning, estate planning, and insurance planning. SWAG does not sell commissioned products, but its managing member is affiliated with entities that sell insurance.
Assets Under Management$140M
Clients402
Advisors7
Avg. per Client$350K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15M+ | 0.80% |
Fees above $15,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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