The Watchman Group (TWG) is a registered investment advisor offering wealth management, financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. TWG manages portfolios on a discretionary basis based on an agreed-upon strategy and asset allocation. Financial planning services cover retirement, tax, estate, education, charitable giving, and risk management. TWG does not participate in wrap fee programs.
Fee Structure
The Watchman Group (TWG) charges an annual fee based on a percentage of the market value of your investments. The specific fee varies between 0.25% and 1.25% depending on the amount you invest and the type of investment management services you receive. The exact fee will be detailed in your advisory agreement. Rates can vary per client depending on the needs and complexities of each client. Based on the minimum portfolio value of $2,000,000, a minimum account fee of $20,000 would be charged to the account.