Erin
Swanson
Bps Capital Management, Inc
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About this Advisor
Erin Swanson is a chartered financial analyst based out of Minneapolis, Minnesota with 3 years of industry experience. Swanson is on the advisory team at Bps Capital Management, Inc. They have been with Bps Capital Management, Inc for their entire career. Swanson is approved to serve investors in Minnesota. Bps Capital Management, Inc is an advisory company based out of Minneapolis, MN. It administers $5 billion in assets among its 71 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 71 client accounts, just 13% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fee types charged by Bps Capital Management, Inc likely include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bps Capital Management, Inc Brokerage Details
$4,880,672,225
7
71
$68,741,862
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Erin Swanson Work History
Erin has been registered as a financial advisor for 3 years.*
Bps Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erin Swanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bps Capital Management, Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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