Teamwork Financial Advisors offers investment management and financial planning services. The firm uses a model-based approach to build portfolios primarily consisting of exchange-traded funds, individual stocks and bonds, and United States Treasury securities. Portfolios are categorized into equity growth, balanced growth, and income strategies. For certain clients using sophisticated strategies, Teamwork Financial Advisors may engage a third-party sub-advisor, ZEGA Financial, to manage options-based strategies. Teamwork Financial Advisors also provides financial planning covering investment, retirement, insurance, tax, and education planning, which is typically included at no extra cost when clients use the firm for investment management. Additionally, associated professionals offer separate legal, accounting, and insurance services through affiliated entities. Teamwork Financial Advisors requires client assets to be held at Charles Schwab & Co. and utilizes the AE Wealth Management platform for technology and trading support.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable for accounts over $10,000,000. Accounts managed by Michael Srulowitz have a separate schedule starting at 1.20% for the first $250,000. Utilizing the ZEGA sub-advisor may add an additional fee of up to 0.25% annually.