Townsend Wealth Management offers investment management, implementing strategies based on client risk tolerance using mutual funds, exchange traded funds (ETFs), stocks, and bonds. They also provide comprehensive or situation-specific financial planning. As a fee-only firm, they only receive payments directly from clients, avoiding third-party commissions. They act as a fiduciary, prioritizing client interests and disclosing any conflicts of interest.
Assets Under Management$190M
Clients179
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$97M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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