Townsend & Associates, operating as Townsend, provides personalized investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm builds diversified portfolios primarily using mutual funds, exchange-traded funds, individual stocks, bonds, and options, tailored to each client's specific objectives and risk tolerance. Townsend also offers financial planning, asset allocation consultations, and retirement plan monitoring. The firm operates under a legal obligation to act in your best interest when providing advisory services.
Assets Under Management$1.5B
Clients1,514
Advisors18
Avg. per Client$1M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.89% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $40.0M | 0.73% |
| $40M+ | 0.68% |
Fees are negotiable based on the complexity of the engagement and services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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