Total Wealth Advisors provides discretionary and non-discretionary portfolio management and traditional financial planning services. Total Wealth Advisors helps clients evaluate their financial situation, goals, and risk tolerance through personal interviews and questionnaires. For investment management, Total Wealth Advisors creates personalized portfolios using a blend of proprietary strategies, typically through a wrap fee program. Total Wealth Advisors also offers financial planning covering cash management, risk management, estate planning, tax issues, retirement planning, and educational funding. Total Wealth Advisors serves individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and other business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Fees for accounts of $2,000,000 and above are negotiable. Certain clients may elect a flat annual fee as negotiated.