Total Wealth Advisors (TWA) provides financial planning and investment management services. TWA works with clients to understand their goals, risk tolerance, and investment objectives. TWA offers traditional financial planning services for a fixed fee or a monthly subscription. TWA primarily manages investment portfolios through a wrap fee program, recommending a blend of proprietary portfolios.
Assets Under Management$100M
Clients107
Advisors2
Avg. per Client$960K
Avg. per Advisor$51M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Fees are negotiable for accounts valued at $2,000,000 and above. Certain clients may elect a flat annual fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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