TSW Wealth Management offers investment management services, creating portfolios of low-cost, diversified mutual funds and exchange-traded funds based on client goals and risk tolerance. TSW also provides financial planning and consulting services on a separate fee basis, covering areas like retirement, education, and personal savings. TSW uses Pontera to manage held away assets. TSW may recommend securities or insurance products through its representatives' affiliations with Purshe Kaplan Sterling Investments, creating a potential conflict of interest.
Assets Under Management$250M
Clients130
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $9.0M | 0.70% |
| $9.0M - $12.0M | 0.60% |
| $12M+ | 0.50% |
Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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