SWBC receives a portion of the wrap fee for advisory services. The overall cost may be higher or lower than purchasing services separately. Fees paid to Third-Party Managers range from 0.00% to 1.50% of assets under management. Clients will be responsible for additional fees such as SEC liquidation fees and wire transfer fees. Fees are subject to negotiation.
9311 San Pedro Avenue, Suite 600, San Antonio, TX, 78216-4459
Get directionsRoger is an IAR of SWBC Investment Company and a licensed insurance agent with SWBC Investment Services, LLC.