Facts and Insights
Swanson River Capital Management LLC is a highly esteemed financial management firm that has been providing expert advice and guidance to their clients for over 20 years. Their team of experienced advisors are dedicated to helping their clients achieve their financial goals and navigate through the complexities of the financial world.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 5+ | 20+ years |
Financial Services Offered
Swanson River Capital Management LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, and more. Their team of experts works closely with each client to create a personalized financial plan that aligns with their individual goals and objectives.
Client Types
Swanson River Capital Management LLC caters to a variety of clients including high-net worth individuals, families, and small business owners. They understand that each client has unique financial needs and they are committed to providing tailored solutions to meet those needs.
Fees & Compensation
Swanson River Capital Management LLC follows a fee-only structure, which means they are compensated solely by their clients and do not receive any commissions or incentives for recommending specific products or services. This ensures that their advisors are always acting in the best interest of their clients.
Background
Swanson River Capital Management LLC was founded in 1998 by John Swanson, a highly respected financial expert with over 30 years of experience in the industry. Under his leadership, the firm has grown to become one of the most trusted and reputable names in the financial management space.
Financial Advisor Disclosures to Know
Swanson River Capital Management LLC prides itself on maintaining complete transparency with their clients. They understand the importance of trust and strive to cultivate long-term relationships with their clients. As such, they have no disciplinary actions or disclosures to report.
How does the advisor help clients – Key Takeaways:
- Over 20 years of experience in the financial management industry.
- Team of experienced advisors dedicated to helping clients achieve their financial goals.
- Offers a wide range of financial services to meet the diverse needs of clients.
- Caters to high-net worth individuals, families, and small business owners.
- Follows a fee-only structure to ensure unbiased advice.
- Founded by a highly respected financial expert with over 30 years of experience.
- Maintains complete transparency and has no disciplinary actions or disclosures to report.