Tweddell Goldberg, LLC offers investment management and advisory services, including financial planning, to individuals, trusts, and business entities. As a fee-only firm, they provide advice through consultations, covering financial objectives, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. They offer both discretionary and non-discretionary services, always maintaining asset control for the client. The firm seeks to minimize conflicts of interest and does not receive commissions or fees from the sale of any products.
Fee Structure
Tweddell Goldberg's investment management fees are negotiable, with a maximum of 1.00% per year, typically falling between 0.3% and 1% annually. Fees are billed quarterly in advance, and clients must consent to direct debiting of their investment account or pay by check. The firm considers account size, complexity of services, client type, customization, and length of relationship when negotiating fees. Clients also pay fees charged by mutual funds and transaction fees charged by the custodian.