Towle & Co. manages investment portfolios for individuals, high net worth individuals, and institutions. Towle focuses on finding undervalued companies with long-term growth potential. Towle manages a small capitalization value strategy, and client portfolios are managed in the same style as the strategy's model portfolio. Clients can access Towle's services through separately managed accounts, wrap fee programs, model delivery programs, pooled investment vehicles, and investment companies.
Assets Under Management$610M
Clients75
Advisors6
Avg. per Client$8.1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Towle reserves the right to negotiate fees when appropriate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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