Tower View Wealth Management provides investment management and financial planning services to help clients achieve their financial goals. Tower View offers advice on stocks, bonds, exchange-traded funds (ETFs), cash, and mutual funds. They also assist clients with stock options, employer-sponsored retirement plans, and 529 education savings plans. Tower View may collaborate with clients' attorneys, accountants, and other professionals to help coordinate financial matters.
Fee Structure
Tower View charges an annual fee based on the value of your portfolio, not exceeding 1.50%. The exact fee may vary based on the services provided. Additional financial planning, base, minimum, or hourly fees may apply, potentially exceeding 1.50% of your portfolio's value. A minimum quarterly fee of $750 applies to new clients or updated agreements. Fees are not dependent on transactions and apply even when funds are held in cash.