Signature Wealth Management Group LLC
Assets Under Management
$401.7M
Number of Clients
463
Number of Advisors
4
Average Client AUM
$868K
AUM per Advisor
$100.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SWMG Holdings, LLC offers financial planning, consulting, and discretionary portfolio management. Financial planning covers areas like estate planning, risk management, and retirement planning. Consulting addresses specific needs like budgeting and debt management. Portfolio management implements client-specific financial plans through equity and mutual fund series.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable at SWMG Holdings, LLC's discretion.
Fee Estimator
Ongoing financial planning is $1,500 annually, billed quarterly. Stand-alone financial planning is a one-time $750 fee. Consulting fees range from $750 to $10,000, based on complexity and are negotiable. For portfolio management, clients with over $125,000 in investable assets pay a percentage of assets under management (see table). The minimum annual portfolio management fee is $1,500. Clients with less than $125,000 pay a $1,500 annual financial planning fee, billed quarterly, with no additional investment fee until assets reach $125,000.
Areas of Practice
Location
3625 Cumberland Boulevard, Suite 1485, Atlanta, GA, 30339