About this location
SWBC INVESTMENT COMPANY offers portfolio management for individuals and/or small businesses, selection of other advisers, pension consulting services, portfolio management for businesses, financial planning services and also performs business activities as other, insurance broker or agent, broker-dealer.
Time in Business
No submission
Total Assets Under Management
$205,021,000
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Fixed fees
A percentage of assets under management
Hourly charges
Advisors at This Location
John Freund
More Info
