Swbc Investment Company
Assets Under Management
$229.2M
Number of Clients
406
Number of Advisors
14
Average Client AUM
$565K
AUM per Advisor
$16.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SWBC Investment Company offers portfolio management services through various wrap-fee programs utilizing software platforms like Orion Advisor and Envestnet. They work with clients to develop a personal investment profile and recommend suitable investment strategies managed by third-party managers. SWBC monitors portfolio performance and may recommend changes to managers or programs.
Fee Structure
SWBC receives a portion of the wrap fee for advisory services. The overall cost may be higher or lower than purchasing services separately. Fees paid to Third-Party Managers range from 0.00% to 1.50% of assets under management. Clients will be responsible for additional fees such as SEC liquidation fees and wire transfer fees. Fees are subject to negotiation.
Areas of Practice
Location
9311 San Pedro Avenue, Suite 600, San Antonio, TX, 78216-4459