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.
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.
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.
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?
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|
|1.00%||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|
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.
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Questions for the comments
Did my explanation make sense? Do you agree or disagree with what I said?