Swaimbrown Wealth Management Llc
Clinton, South Carolina
Swaimbrown Wealth Management LLC, headquartered in Clinton, SC, is a reputable investment advisory firm catering to over 40 individual clients. With a stellar track record, they manage a substantial $137,652,000 in assets. The firm prides itself on its personalized approach and dedication to meeting each client's financial goals. Although Swaimbrown Wealth Management LLC primarily focuses on discretionary management, they also possess the expertise to handle employer funds. While 401K and individual accounts constitute less than 30% of their assets under management, the firm diligently oversees all investments under their care. ...
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Assets Under Mgmt

$137.65M

Investment Professionals

2

Locations

1

% 401K & Individual

6%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.