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Institutions & Trusts

Institutions & Trusts

A financial plan for your institution that makes sense.

Have a truly integrated wealth management solution for your organization or trust’s assets. Through our partnership with BOK Financial, SWM is well positioned to serve the needs of charitable organizations, foundations, high net worth families, Private trusts and more.

As your investment partner, SWM leverages the resources and experience of a $26 Billion financial holding company able to operate in all 50 states. Our investment solutions offer a powerful combination of professional guidance and flexibility supported by a foundation of qualitative & quantitative research. The goal is simple- help you build and preserve your assets!

Plans for your institution

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

$2,000

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

Wealth Builder Premier integrates world class resources in a team-based approach designed to address the needs of high net worth families and business owners.

Wealth Builder Premium covers the following financial planning areas: Wealth Builder Premium, Executive Compensation, Charitable Planning, Trust Services, Business Succession, Complex Scenarios.

Annual Retainer Fee

$5000-$14,500

Included Services

  • Personalized Financial Plan
  • Business Planning Services
  • Concierge Service Scheduling
  • Plan Coordination with Strategic Professionals (Client Responsible for fees billed outside our firm)
  • Exclusive Wealth Management Portal resources
  • Unlimited Secure online Document Vault
  • Exclusive client events & engagement opportunities
  • 20+ Hours financial planning & Service bank annually.

Direct Investment Oversight

  • First $500,000 at 90 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

Schedule a free consultationSchedule Now!

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