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The fee is billed in arrears and is negotiable.","source":"2026-03-05 SWEENEY & MICHEL FORM ADV PART 2A APPENDIX 1 (WRAP BROCHURE), filed 5 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sweeney & Michel use?","answer":"Sweeney & Michel’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $687M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sweeney & Michel have?","answer":"Sweeney & Michel has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sweeney & Michel invest in?","answer":"At the end of its last fiscal year, Sweeney & Michel’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 13% cash and equivalents, 5% U.S. government and agency bonds, 2% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sweeney & Michel?","answer":"Sweeney & Michel’s direct owners are Renee Michel (50% to 75%) and Joseph Sweeney (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sweeney & Michel get paid?","answer":"Sweeney & Michel is paid through a percentage of assets under management, hourly charges and fixed fees. 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