Transformative Wealth Management (TWML) offers portfolio management, financial planning, and pension consulting. Portfolio management involves creating tailored investment strategies using stocks, bonds, ETFs, and other securities. Financial planning covers areas like retirement, estate, and tax planning. Pension consulting assists employer plan sponsors in establishing and monitoring retirement plans. TWML tailors services to individual client needs and may use model portfolios.
Assets Under Management$44M
Clients121
Advisors1
Avg. per Client$360K
Avg. per Advisor$44M
www.linkedin.com/in/allan-moskowitz-cfp-aif-2a5... ·www.transformativewealthmgt.com ·www.linkedin.com/in/kimberly-t-840017b6
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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