RS
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
19 advisors
Number of Clients
1,969 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.4B
Fee Structure
Minimum Investment:$250K
Financial Planning:Investment management only
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
Investment Management
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Advisor Information
Office location
1099 Main Ave, Suite 206, Durango, CO, 81301
Get directionsRegulatory History (1)
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Criminal
March 1984Final Disposition
Other Business Activities
Robert is a Director of Operations and part owner of Object Publishing Software, Inc., a print publishing automation services company. He has been involved with the company for over 10 years and dedicates about half of his time to it.
Employment History
Current Registrations
Swan Global Investments, LLC
March 2010 - Present · 15 yrs 10 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.