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Swmg, Llc
Fort Worth, Texas
5.0
88 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
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
Reviews for Swmg, Llc
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