Townsend Asset Management Corp. offers investment management, financial planning, tax preparation, and consulting services. Investment management involves ongoing portfolio management based on client goals. Financial planning covers various aspects like budgeting, tax planning, retirement, and estate strategies. Townsend also prepares tax returns and provides consulting on financial matters. Wealth management is a comprehensive service combining investment management, financial planning, tax preparation, and consulting under a single fee.
Assets Under Management$480M
Clients404
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$160M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | Included |
Fees for accounts over $20 million are quoted individually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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