Assets Under Management
$445.6M
Number of Clients
442
Number of Advisors
3
Average Client AUM
$1.0M
AUM per Advisor
$148.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Townsend Asset Management Corp. offers investment management based on client goals, financial planning covering various life areas, tax preparation, and consulting services. They also offer wealth management, a comprehensive service combining investment management, financial planning, tax preparation, and consulting under a single fee arrangement. Services are tailored to individual client needs.
| Assets Under Management | 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 are quoted for assets over $20 million.
3110 Edwards Mill Road, Ste 150, Raleigh, NC, 27612