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OUR PORTFOLIO MANAGEMENT FEES
Original art by Susan S. Spraker, Ph.D., CFP®

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

  • 0.375% IF below $400,000

  • 0.3125% IF between $400,001-$600,000

  • 0.25% IF between $600,001-$1,000,000

OR

  • 0.25% on First $1Million

  • 0.20% on the next million ($1MM – $2MM)

  • 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.

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Financial Plans

A separate hourly financial plan fee between $1,200 to $2,500 is charged for clients whose SWWM managed assets are below $1Million. For clients whose SWWM managed assets are over $1Million, there is no separate fee.

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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 do not have $600,000 minimum in readily investable assets.

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