Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SWP offers various advisory services with different fee structures. Clients may pay a management fee plus transaction charges (non-wrap) or a single wrap fee. Financial planning services are available for a flat fee, subscription, or hourly rate. A minimum account value of $10,000 is generally required for advisor-managed accounts, but this may be lower in certain instances. Hourly consulting fees are charged by IARs.
Areas of Practice
Advisor Information
Office location
12348 High Bluff Drive, Suite 200, San Diego, CA, 92130
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
Allison is associated with BWM Financial as a Registered Investment Adviser DBA since 2021. She also spends full-time with Stratos Wealth Partners as a Registered Investment Advisor Hybrid since 2015.