Swp Investment Management LLC
Assets Under Management
$84.1M
Number of Clients
1
Number of Advisors
6
Average Client AUM
$84.1M
AUM per Advisor
$14.0M
Compensation
Fee-Only (AUM)
About This Firm
SWP Investment Management LLC offers customized portfolio management of exchange traded funds (ETFs) to meet specific investment goals. The firm acts as a fiduciary, prioritizing client interests through open communication and education about their investment process.
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
The firm receives a portion of the overall basis points charged by the Exchange Traded Funds (ETFs) they manage. Clients will also incur transaction charges for trades executed in their accounts, as well as potential holdings charges imposed by the custodian or the ETF itself.
Areas of Practice
Investment Management
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Location
5005 Rockside Road, Suite 1200, Independence, OH, 44131