Fees & pricing

Guiding Every Stage, From First Job to Last Paycheck

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Transparent, Fair, and Always in Your Best Interest

At SWAN DFW, you deserve to know exactly what you’ll pay and what you’ll get. We believe in straightforward, transparent fees—no hidden costs, no fine print, and no sales commissions. Here’s how our pricing works:

Choose the plan

Explore Our Fees and Pricing Structure

You choose the option that fits your needs. Some clients want a comprehensive plan only, others prefer ongoing wealth management, and some like the performance-aligned model. In every case, you’ll see all costs in writing before we begin.

1.000%/Annually

Investment Advisory Services 

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Typically 1.00% per year of assets we manage for you

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Covers ongoing investment management, performance monitoring, regular reviews, and advice

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Ex. On a $500,000 account, our fee is $5,000/year (billed quarterly, deducted directly from your account)

Percentage/ Account Gains

Performance-Based Fee
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For qualified Texas clients, we offer a fee based on a percentage of your account gains
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If your portfolio grows, we share in the upside; if it doesn’t, you pay less
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Details and eligibility discussed upon request

$3,000*/Base

COMPREHENSIVE FINANCIAL PLAN only

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One-time fee (e.g., $3,000 base) for a holistic electronic plan for those that want to manage themselves

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Includes a full review of your goals, investments, taxes, insurance, retirement, estate needs, and an action checklist

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Fee may be discounted or waived if you choose ongoing investment management with us