SWP Investment Management LLC offers customized portfolio management of exchange traded funds (ETFs). The firm aims to create portfolios tailored to clients' specific investment goals. SWP Investment Management LLC acts as a fiduciary, prioritizing client interests and maintaining open communication to understand their objectives and educate them about the investment process.
Assets Under Management$84M
Clients1
Advisors5
Avg. per Client$84M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
SWP Investment Management LLC manages Exchange Traded Funds (ETFs) and charges a percentage of the assets managed within those funds. The specific fee is detailed in the ETF's prospectus.
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