T Twells is a CFA-designated registered investment advisor at Daymark Wealth Partners, LLC, based in Pepper Pike, OH, with 29 years of industry experience. T operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 2,107 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 1.75% for standard asset management and 2.00% for comprehensive portfolio management. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
30100 Chagrin Boulevard, Suite 200, Pepper Pike, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
T is a trustee for multiple family trusts and has power of attorney for his mother-in-law, dedicating minimal time to these investment-related activities. T also owns a small percentage of Whitford Woods Company and participates in a capital campaign committee, spending a few hours per week on each.
Employment History
Current Registrations
Daymark Wealth Partners, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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