Swift Creek Wealth Management will partner with you to determine the best path forward to attaining your financial goals. There isn’t a “Right Answer.” The goal is to help you find “Your Answer”. Our Fees:
Portfolio Management with Financial Planning
This holistic approach provides asset management combined with continual financial guidance and planning services. Cumulative Fee schedule:
Managed Assets Annual Fee
First $1,000,000 1.0%
$1,000,000 - $2,000,000 0.75%
$2,000,000 - $3,000,000 0.50%
Over $3,000,000 0.25%
$500,000 minimum
Charged quarterly in arrears
Portfolio Management
For those that don’t require advice or planning guidance but want a professional to manage their money. Cumulative Fee Schedule:
Managed Assets Annual Fee
First $1,000,000 0.75%
$1,000,000 - $2,000,000 0.50%
Above $2,000,000 0.20%
$500,000 minimum
Charged quarterly in arrears
Financial Planning ONLY
For those that want to manage their own assets but know they need a personalized plan to feel confident in their decision making. The planning fee is $225/hour. The typical cost for financial is $3,000 - $5,000 depending on the scope of the engagement.