Investment management fees range from 0.0% to 2.00% annually, based on the complexity of services, level of assets, and overall relationship. Fees are negotiable. Clients may also pay advisory fees to Independent Managers, with the total fee not exceeding 3% annually. For selection of other advisors through a solicitor arrangement, Silver Grove shares in the advisory fee paid by the client directly to the third-party money manager. Financial planning fees may be higher if an estate planning or tax preparation package is needed.
400 Sterling Drive, Orchard Park, NY, 14127
Get directionsAndrew operates Swartwout Financial Management as a DBA for his LPL business and provides investment advisory services through Silver Grove Financial Group, Inc., dedicating nearly full-time hours to these activities. He also serves as an agent for non-variable insurance through Specific Solutions, spending a few hours per week on this.