Teeple Snyder Newsome Wealth & Tax Management (TSN) offers asset management, financial planning, and consulting services. For investment management, TSN offers both discretionary and non-discretionary services. Financial planning includes ongoing and limited-scope options covering retirement, insurance, tax, debt reduction, and budgeting. TSN also provides ERISA plan services to qualified retirement plans. TSN does not sponsor any wrap fee programs.
Assets Under Management$290M
Clients606
Advisors11
Avg. per Client$470K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.50% |
This is a blended fee schedule. Fees are negotiable at the discretion of TSN.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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