Targeted Wealth Solutions offers financial planning and portfolio management services. Financial planning covers cash flow, college savings, retirement, tax, and estate planning. For business owners, they analyze company-sponsored retirement plans and business cash flows. Portfolio management implements investment strategies based on the client's risk profile. They also offer financial coaching for new professionals and write educational content for physicians and families with special needs.
Fee Structure
Targeted Wealth Solutions offers financial planning and portfolio management as a bundled service. Clients pay a flat annual fee of $5,200, plus an additional fee of 0.25% per year on the amount of your portfolio above $500,000. This fee is calculated each quarter based on the value of your portfolio at the end of the quarter.