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Individuals & Families

Individuals & Families

A financial plan for your family that makes sense.

Planning for your families' future financial success is critical if you want to ensure your children, or your future self will have the assets needed to be successful in life. SWM will work with your family to ensure that your wealth not only grows, but is well invested.

Plans for your family

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

Whether you are fresh out of college, starting over financially, changing careers, or getting your financial life together, the Wealth Builder Fundamentals Program can help. This program is designed to introduce individuals and families to personal financial management through online education, premier financial tools, and access to a financial professional when needed.

Wealth Builder covers the following financial planning areas: Financial Position Statement, Cash Flow Planning, Financial Risk Management

Annual Retainer Fee

$1,800

Included Services

  • 1 planning meeting per year
  • 5 hours financial planning service bank annually
  • Additional time billed at $250 an hour
  • Standard investment fee schedule for accounts managed directly

 

Designed to address the most common financial issues facing Americans today, Wealth Builder Standard provides complete financial and ongoing counseling. This program is best for growing families & individuals focused on establishing a solid foundation for their financial future.

Wealth Planner Standard covers the following financial planning areas: Financial Position Statement, Cash Flow Planning, Education Planning, Financial Risk management, Retirement Planning, Basic Estate Planning

Annual Retainer Fee

$3000

Included Services

  • 2 Planning Meetings Annually
  • 10 Hours financial planning & Service bank Annually
  • Additional time billed at $200 an hour
  • Preferred investment fee Schedule for accounts managed directly

Direct Investment Oversight

  • First $500,000 at 95 bps
  • Next $500,000 ($500,001 to $1Mn) at 75 bps
  • Next $1,000,000 ($1Mn to $2Mn) at 60 bps
  • $2 Million and up at 50 bps

Affluent families and business owners have unique financial concerns. Taxes, regulations, and estate issues can have a much larger effect on their financial well-being. Wealth Builder Premium integrates fundamental planning with advanced strategies to address these complex issues and more.

Wealth Planner Premium covers the following financial planning areas: Wealth Builder Standard, Tax Planning Coordination (With your Tax Advisor, Investment planning, Special Needs & dependent care, Small Business Retirement, Advanced Estate Planning (With your Attorney)

Annual Retainer Fee

$3,500

Included Services

  • Expanded investment portfolio management options
  • 4 planning meetings annually
  • Plan coordination with strategic professionals (Client responsible for fees billed outside our firm)
  • 15 hours of financial planning and service bank annually
  • Preferred investment fee schedule for accounts managed directly
  • Additional time billed at $200\ hour

Direct Investment Oversight

  • First $500,000 at 95 bps
  • Next $500,000 ($500,001 to $1Mn) at 75 bps
  • Next $1,000,000 ($1Mn to $2Mn) at 60 bps
  • $2 Million and up at 50 bps

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