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Business Owners

Business Owners

A financial plan for your business that makes sense.

Planning for your businesses' future financial success is critical if you want to scale and grow as a company. SWM will work with you to ensure that you're making the best decisions for the financial future of your company.

Plans for your business

Professional money management and investment oversight based on your individual goals, risk tolerance, and time horizon. Through our partnerships, you have access to some of the most money managers available. Investment strategy will have a long-term view and structured based on a written Investment Policy Statement.

$1500 one time Plan Development fee to complete portfolio review, develop asset allocation recommendations, Deliver Investment Policy Statement, & establish or transfer accounts. Plan Development fee waived for directly managed household assets over $500,000.

One-Time Plan Development Fee

$1,500

Included Services

  • 2 portfolio meetings per year
  • Asset allocation and tax aware investing
  • No-load mutual funds
  • Performance reporting
  • Additional planning services billed at $250 an hour
  • $50,000 household asset minimum

Tiered Fee Schedule

  • First $500,000 at 105 bps
  • Next $500,000 ($500,000 to $1M) at 90 bps
  • Next $1,000,000 ($1Mn to $2Mn) at 75 bps
  • Next $3,000,000 ($2Mn to $5M) at 60 bps
  • $5Mn and up at 50 bps

Building and operating a successful business can be challenging. Often times, owner/operators find themselves wearing multiple hats. The Business Builder Standard service is designed to help startups, owner\operators, and small office businesses develop solutions to increase business efficiency and profitability. This plan is best suited for businesses with up to 3 owners, a gross revenue of $2.5 million or less or who have 15 or fewer employees/contractors.

Small Business Planner includes the following planning areas: Business Planning Assistance, Financial Position Statement, Financial Risk Management, Small Business retirement

Annual Retainer Fee

$5,500

 

Included Services

  • Personalized Financial Plan
  • Professional Mutual Fund Portfolio services
  • 2 Planning Meetings Annually
  • 10 Hours financial planning & Service bank Annually
  • Additional time billed at $200 an hour

Oversight Investment

  • Up to $5 Million at 75 bps
  • $5 Million to $10 Million up at 65 bps
  • $10 Million and up at 55bps

Build value strategically by implementing best practices throughout your business. Whether you are looking to reward key employees; to recruiting top talent; position your business for sale; or groom the next generation to take over when you leave- Business Planner Executive is designed to help to help you identify & implement best practices in compensation, professional coordination for exit & succession, and sound financial planning for long-term growth. This plan is best suited for businesses with up to 5 owners, a gross revenue from $2.5 million to $5 million, 2 or more key employees, and between 16 to 50 employees/contractors and retirement plans with cash flow below $100,000.

Business Planner Premium covers the following financial planning areas: Financial Risk Management, Small Business Retirement, Informal Business Valuation, Business Exit & Succession, Employee Benefits, Executive Compensation

Annual Retainer Fee

$7,500*

*starting fee

Included Services

  • Personalized Financial Plan
  • Expanded Investment Portfolio Management Options
  • 4 Planning Meetings Annually
  • Plan Coordination with Strategic Professionals (Client Responsible for fees billed outside our firm)
  • 15 Hours financial planning & Service bank Annually
  • Additional time billed at $200 and hour

Direct Investment Oversight

  • Up to $5 Million at 75 bps
  • $5 Million to $10 Million up at 65 bps
  • $10 Million and up at 55bps

Recent overtures by the Department of Labor and ERISA; as well as recent have made clear that plan sponsors need to be more aware of the fees, funds, and frequency by which they monitor qualified plans. Make sure your plan is compliant and structured to meet the goals & objectives of the participants. Business Planner Corporate is designed to help you bring your ERISA plan into compliance in addition to addressing the complex issues that often arise in running an established and successful business.

Business Consulting covers the following financial planning areas: All Business Planner Premier Services, Formal Business Valuation, Complex Scenarios, ERISA Plan Benchmarking & Advice (coming Soon), 3(21) Fiduciary 401(K) Services (Coming Soon).

Annual Retainer Fee

$12,500*

*starting fee

Included Services

  • Personalized Financial Plan
  • Expanded investment portfolio management options
  • 4 planning meetings annually
  • Plan coordination with strategic professionals (Client responsible for fees billed outside our firm)
  • 15 hours financial planning & service bank Annually
  • Additional time billed at $200 an hour

Direct Investment Oversight

  • Up to $5 Million at 75 bps
  • $5 Million to $10 Million up at 65 bps
  • $10 Million and up at 55bps

Schedule a free consultationSchedule Now!

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