Townsend Financial Planning offers financial planning and investment management services. They provide advice on retirement, education, investments, cash flow, debt, taxes, risk management, and estate planning. For clients with over $750k, they offer a bundled service including investment management, financial planning, and relationship management, coordinating with other professionals like attorneys and tax advisors. Townsend Financial Planning acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$130M
Clients154
Advisors3
Avg. per Client$850K
Avg. per Advisor$43M
www.townsendfinancialplanning.com ·www.townsendplanning.com ·wealthtender.com/financial-advisors/melody-town...
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable. The firm may allow "householding" to calculate the account asset value. The maximum annual fee that will be charged is 2.00%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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