Strategic Wealth Advisors Group, INC.
Assets Under Management
$140.2M
Number of Clients
402
Number of Advisors
5
Average Client AUM
$349K
AUM per Advisor
$28.0M
Compensation
Fixed/Hourly
About This Firm
SWAG provides financial planning, consulting, and investment management services. They manage client investment portfolios on a discretionary basis, allocating assets among independent investment managers. The firm also offers ERISA plan services. The managing member is affiliated with entities that sell insurance products.
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
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
Location
8667 Hall Road, Utica, MI, 48317