Towneley Capital Management offers investment advice, manages assets, and provides financial planning to individuals, families, trusts, and non-profit organizations. Towneley does not sell insurance or commission-based products. The firm constructs custom portfolios using mutual funds and exchange-traded funds, and may use individual bonds for some clients. They also offer business consulting services to small businesses.
Assets Under Management$1.1B
Clients240
Advisors8
Avg. per Client$4.6M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees are negotiable. New accounts with an average daily balance below $500,000 are charged a minimum quarterly fee of $1,250, not to exceed 0.50% of the average daily balance of the account per billing period.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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