SWMG, LLC
Fort Worth, Texas
5.0
146 Reviews
SWMG, LLC is a small investment advisory firm headquartered in Fort Worth, TX, with one office. With a team of four dedicated professionals, SWMG, LLC offers comprehensive investment advisory services to its diverse client base. Each investment advisor at the firm manages an average of approximately $49,100,000 in assets under management, which aligns with the industry average. The firm's compensation structure is designed to cater to various client needs and includes options such as a percentage of assets under management, hourly charges, and fixed fees.
SWMG, LLC has established a strong presence in the employer 401K and indivi...
See more
Loading...
Assets Under Mgmt
$196.4M
Investment Professionals
4
Locations
0
% 401K & Individual
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
Other: CONSULTING
Resources
On the Blog
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.