Retire With Swan

Overview

Retire With Swan operates as a limited liability company and is registered as an independent registered investment adviser. The firm serves individual and family clients and describes itself as a capital allocator that provides fee-based financial planning and portfolio management for individuals and small businesses, along with the selection of other advisers. Its fee arrangements include a percentage of AUM, hourly fees, and fixed fees. The adviser is not positioned as an active ESG investor, does not identify as a multi-state adviser, and does not list pension consulting or related-adviser services. The firm also shows an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives