Tolleson Private Wealth Management operates as a registered investment advisor and multi-family office located in Dallas, Texas. Tolleson Private Wealth Management offers comprehensive wealth management services, including investment strategy, asset allocation analysis, financial planning, tax planning and facilitation, bookkeeping, bill pay, cash management, estate planning, philanthropy advisory, and family engagement. Tolleson Private Wealth Management manages investment portfolios on both a discretionary and non-discretionary basis, utilizing third-party managers and affiliated private investment funds. Tolleson Private Wealth Management primarily serves high-net-worth individuals, families, trusts, and estates, tailoring its approach to each client's specific goals, risk tolerance, and financial situation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Financial advisory fees range from 0.40% to 1.00% per year. Discretionary fixed income management is charged at 0.20% per year. Third-party separately managed accounts incur an additional 0.25% per year. Fees are negotiable.