Significant Wealth Partners LLC
Assets Under Management
$248.0M
Number of Clients
1,396
Number of Advisors
6
Average Client AUM
$178K
AUM per Advisor
$41.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Significant Wealth Partners, LLC (SWPL) provides ongoing portfolio management services based on individual client goals and risk tolerance. They also offer financial planning, including investment, insurance, tax, retirement, education, and debt/credit planning. SWPL may recommend third-party investments and receive compensation.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are based on a straight tier schedule and are generally negotiable.
Fee Estimator
SWPL charges an annual fee based on assets under management: 1.00% on the first $1,000,000 and 0.75% on amounts above that. These fees are negotiable. Financial planning fees are a fixed rate of up to 1.00% of plan assets and are also negotiable. Educational seminars and workshops are offered free of charge. SWPL may receive compensation from third-party investments they recommend.
Areas of Practice
Location
117 W. Main St., Cary, IL, 60013