Thomas Wright Asset Management (TWAM) offers investment management and financial planning services, including estate, tax, insurance, and business planning. TWAM manages client assets by allocating them among mutual funds and individual debt and equity securities. TWAM works with individuals, trusts, estates, charitable organizations, corporations, and business entities. TWAM requires a minimum portfolio size of $1,000,000 to start and maintain a relationship.
Assets Under Management$320M
Clients27
Advisors1
Avg. per Client$12M
Avg. per Advisor$320M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $20.0M | 0.70% |
| $20M+ | 0.45% |
Fees may be negotiable at TWAM's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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