OUR PORTFOLIO MANAGEMENT FEES
Our Fees are Billed Quarterly
We are paid a fee on portfolio assets managed by SWWM. For that fee, we provide discretionary portfolio management, comprehensive financial planning, ongoing financial counseling, coordination and work on their behalf with other financial professionals, including tax planning, estate planning and risk management, important aspects of comprehensive wealth management.
Quarterly Fees
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0.375% IF below $400,000
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0.3125% IF between $400,001-$600,000
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0.25% IF between $600,001-$1,000,000
OR
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0.25% on First $1 Million
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0.20% on the next million ($1MM – $2MM)
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0.125% on the remainder ($2MM+)
These quarterly fees are deducted directly from the respective managed accounts and are clearly stated in the SWWM Client Quarterly Reports. Fees are subject to negotiation based on existing family relationships with SWWM, clients grandfathered under prior billing schedules, and complexity of work performed.
Financial Plans
For clients whose SWWM managed assets are over $400,000, there is no separate fee. A separate hourly Financial Plan fee between $1,200 to $2,500 is charged for clients whose SWWM managed assets are below $400,000.
Hourly Consultation ($300 per hour)
Although the firm focuses on developing only long-term relationships with wealth management clients, we provide hourly consulting for those who have recently experienced major life events that require one-off planning.