Our compensation for individualized financial services is determined after thorough consultation with the client and an agreement of our expected role. There is no charge for an initial exploratory interview to discuss client needs and our capabilities.
Because a good financial plan can serve as the basis for long-term success, SSWM provides each client a complimentary formal financial plan upon request. We will work with you to develop and monitor your plan.
Portfolio management fees are based on a percentage of assets under management and are charged quarterly in arrears. Our fees are 1% for accounts up to $1 million, 0.80% for $1 to $5 million, and 0.55% for $5 to $10 million. Fees are negotiable for accounts greater than $10 million.
Expenses ancillary to portfolio management, such as client-approved travel, may be billed separately.