Twele Capital Management is a registered investment advisor that creates and manages investment portfolios based on individual client goals. Twele Capital primarily uses Exchange-Traded Funds (ETFs) as the core investment building blocks. Retirement planning is offered at no additional cost. Twele Capital manages investments on a discretionary basis, meaning they can buy and sell securities without asking for permission each time.
Assets Under Management$580M
Clients67
Advisors3
Avg. per Client$8.6M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.65% |
| $5M+ | 0.50% |
Institutional client fees are negotiable based on size and scope. Discounts can be offered to family members and friends of associated persons of our firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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