STW Associates offers personalized financial planning and investment management services to individuals. STW helps clients organize their financial information, define their goals, and provides recommendations on various courses of action, including asset allocation and security selection. STW operates on a fee-only basis, meaning it does not sell financial products or accept commissions.
Assets Under Management$140M
Clients16
AdvisorsN/A
Avg. per Client$8.9M
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
STW Associates charges a retainer fee for its financial planning and investment management services. The retainer amount depends on the complexity of your situation, income, net worth, and investment assets. The retainer covers both financial planning and investment management services. STW Associates bills its retainer on a quarterly basis.
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