Introduction
A SWOT analysis is a way of analyzing a business according to four different dimensions. Those dimensions are Strengths, Weaknesses, Opportunities, and Threats. This framework is often essential in the decision-making process.
Strengths
What advantages do the company have over its competition? What does it do better than anyone else? Note that strengths are a relative measurement. A company being good at something is not relevant, it has to be better than its competition.
Weaknesses
What disadvantages do the company have in comparison to its competition? What does it do worse than anyone else? Note that weaknesses are a relative measurement. A company being bad at something is not relevant, it has to be worse than its competition.
Opportunities
What are the aspects of the business environment or market that the company can exploit in the future to make themselves better and more profitable?
Threats
What are the aspects of the business environment or market that could make the company worse and less profitable in the future?
Investment Fee Structure
| Rate | Assets Under Management |
| 1.44% | Below $125,000 |
| 1.00% | Between $125,000 and $750,000 |
| .85% | Between $750,000 and $1,250,000 |
| .80% | Between $1,250,000 and $1,750,000 |
| .75% | Between $1,750,000 and $2,500,000 |
| .70% | Between $2,500,000 and $3,250,000 |
| .65% | Between $3,250,000 and $4,250,000 |
| .60% | Above $4,250,000 |
A single rate is applied to the entire account. So a person with a $750,000.01 account pays less than a person with a $750,000 account. I will waive personal tax return fees for accounts over $1 million. For accounts that are above $5,250,000, we’ll need to discuss a custom rate.
As I’m writing these to help my readers, I would be very appreciative of any input in regards to what I should write next. If you want me to write about a particular topic, please contact me. Please contact me if you would like to submit a post to my blog.
If anything that I mentioned above interests you, please consider downloading my free e-book. The book contains my thoughts on investment management and some information that I think everyone should know. You can also download it below.
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Questions for the comments
Did my explanation make sense? Do you agree or disagree with what I said?
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