Swan Capital provides investment management and financial planning services to individuals, families, and private funds. Swan Capital emphasizes building portfolios designed to meet client needs. They offer model portfolios and consulting services, including retirement plan consulting for held-away accounts. Swan Capital also manages private equity real estate funds.
Assets Under Management$270M
Clients664
Advisors5
Avg. per Client$400K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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