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.