TrustWell Financial Advisors is an independent, fee-only registered investment advisor based in Jacksonville, Florida. The firm provides two primary services: financial planning and asset management. Financial planning can be comprehensive or targeted to specific issues such as retirement income, cash flow, tax strategies, and estate planning support. Asset management involves building, monitoring, and managing customized investment portfolios through Charles Schwab & Company as the custodian, with options for both discretionary trading and non-discretionary management. TrustWell operates as a fiduciary, meaning they are legally required to act in your best interest, and they do not sell financial products or accept commissions or referral fees. The firm is owned by Certified Financial Planner professionals D. Gary Williams, Christopher F. Daunhauer, and Brett W. Freese.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are calculated using the average daily balance during each calendar quarter and are negotiable on a client-by-client basis.
