On Target Wealth Partners (OTWP) offers investment advice and financial planning to individuals and families. OTWP helps clients with investment management, advice on investments held in employer retirement accounts, and financial planning. OTWP uses mutual funds and ETFs to build diversified portfolios. OTWP requires client approval before executing any investment recommendations.
Assets Under Management$25M
Clients33
Advisors1
Avg. per Client$760K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.95% |
| $750K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.35% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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