TQM Wealth Partners provides financial planning and investment management services. Financial planning can be broad or focused, covering areas like cash flow, retirement, and estate planning. Investment management involves creating customized portfolios based on your goals and risk tolerance, potentially using third-party managers. TQM Wealth Partners does not provide legal or accounting services.
Assets Under Management$120M
Clients65
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable. Firm may recommend third-party investment managers with fees ranging from 0.95% to 1.30%, with TQM receiving a portion ranging from 0.65% to 1.00% for consultation services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...