TLWM, LLC provides investment advisory services to individuals and other clients. TLWM works with clients to create an asset allocation that aligns with their investment objectives and risk tolerance. TLWM offers discretionary asset management, financial planning, and consulting services. TLWM may also refer clients to third-party money managers. TLWM also offers advisory services through programs sponsored by LPL Financial.
Assets Under Management$580M
Clients1,208
Advisors9
Avg. per Client$480K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$15K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
The annual fee assessed to your accounts is negotiable and will be determined on a case-by-case basis and will be detailed in our Asset Management Agreement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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