Slalom Wealth Management (SWM) manages investment portfolios and offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. SWM also offers comprehensive financial planning with ongoing monitoring and annual reviews. SWM uses passive investment management, building portfolios with diversified asset classes using index mutual funds or exchange traded funds.
Assets Under Management$19M
Clients25
Advisors1
Avg. per Client$770K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees negotiable for accounts over $5,000,001. Minimum annual fee is $5,000, billed $1,250 each quarter. Investment amounts under $500,000 will result in a higher fee percentage than those listed above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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