TL Private Wealth manages investment portfolios and provides personalized financial planning for individuals and high-net-worth families. TL Private Wealth builds custom portfolios using strategic asset allocation, fundamental and cyclical analysis, and investments such as mutual funds, stocks, bonds, exchange-traded funds, real estate investment trusts, and options. Financial planning services—including retirement planning, tax strategies, estate planning, and insurance analysis—are included at no extra cost within the investment advisory fee. TL Private Wealth requires clients to hold their assets at Fidelity Institutional as custodian and typically enforces a $1,000,000 account minimum, though exceptions can be made.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable based on client needs and situation complexity. Financial planning is included in the advisory fee.