Tower Wealth Advisors offers investment management, where they recommend third-party advisors to manage portfolios based on client risk profiles. They also provide financial planning services covering retirement, estate, insurance, college, and tax planning. Tower Wealth Advisors tailors advice to each client's individual needs and financial situation.
Assets Under Management$49M
Clients218
Advisors2
Avg. per Client$230K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.30% |
| $500K - $1.0M | 2.10% |
| $1.0M - $2.0M | 1.90% |
| $2M+ | 1.80% |
TWA, in its sole discretion, may negotiate to waive its stated account minimum or charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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