Tanglewood Total Wealth Management offers professional money management and personal wealth planning. They offer two advisory relationships: Wealth Management, which includes investment management and personalized wealth planning at no additional charge, and Investment Management, which is a turnkey investment management service for clients who don't want wealth planning. Tanglewood has discretion over investments and uses a qualified custodian for client assets.
Assets Under Management$1.4B
Clients430
Advisors9
Avg. per Client$3.3M
Avg. per Advisor$160M
Fee Structure
Planning is included in investment management
Tanglewood Total Wealth Management offers two types of investment management services with different fees:
Wealth Management (planning included):
- 0.70% per year on the first $3,000,000
- 0.42% per year on the next $17,000,000
- Above $20,000,000 the fee is negotiated
- Minimum annual fee of $14,000
Investment Management (investment only):
- 0.50% per year on the first $5,000,000
- 0.25% per year above $5,000,000
- No minimum annual fee
Fees are based on the average daily market value of managed assets and are billed quarterly.
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