HM
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
402 clients
Average Client Portfolio
$349K average
Assets Under Management
$140.2M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15M+ | 0.80% |
Fees negotiable above $15,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$750 - $5,000
Hourly Rate:$150 - $500/hr
SWAG charges fixed or hourly fees for financial planning, up to $5,000 for a comprehensive plan, and $750 for a basic analysis. Hourly rates range from $150 to $500. Investment management fees are based on a percentage of assets under management (see table). ERISA plan services fees are 1% of assets under management. Independent manager fees range up to 0.50% per annum.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
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Advisor Information
Office location
8667 Hall Road, Utica, MI, 48317
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Strategic Wealth Advisors Group, INC.
February 2025 - Present · 11 mos
Previous Registrations
MML Investors Services, LLC
August 2023 - February 2025 · 1 yr 6 mos
MML Investors Services, LLC Broker
April 2023 - February 2025 · 1 yr 10 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.