Retire With Swan
Firm details
- Headquarters
- ,
- CRD number
- 310807
- Website
- www.swancapitalfp.com
- Custodians
- ALTRUIST FINANCIAL LLC, BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.64%
- Individuals16.36%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Retire With Swan is a small, independent RIA organized as a limited liability company and owned by an individual. The firm targets individuals and families, providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It charges clients via a mix of percentage-of-AUM fees, hourly billing, and fixed fees. The firm is listed as a capital allocator and is affiliated with an insurance company. Retire With Swan is not flagged as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Christopher Swan
Founder and CFOCRD 5810132
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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