Townsend Holdings LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Townsend Group offers investment advice and management services focused on global real estate and real assets, primarily in private markets. Townsend assists clients with developing investment objectives, strategic plans, and investment guidelines. They provide investment recommendations and research for non-discretionary clients and direct investments for discretionary clients. Townsend also helps clients select other investment advisors and negotiate fees. The firm monitors investment performance and delivers quarterly reports. Townsend's Investment Committee reviews and approves all investment decisions.

Assets Under Management$19B
Clients66
AdvisorsN/A
Avg. per Client$290M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Townsend Holdings LLC | TrueAdvisor