Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Swan charges a negotiable asset-based fee ranging from 0.50% to 1.25% per year, based on the amount invested. Fees may vary based on the size of the investment account. Sub-advised clients have fees negotiated between their advisor and Swan, generally within a similar range. The firm's minimum account size is $250,000, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
Milton, MA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey owns a rental property since 2012, spending minimal time facilitating repairs, service, and collecting rental income. This activity is not investment-related.