Teixeira Wealth Management (TWM) offers investment management services to individuals and high net worth individuals. TWM provides ongoing portfolio management services based on individual investment goals, time horizons, objectives, and risk tolerance. TWM offers both discretionary and non-discretionary asset management services. Clients may impose restrictions on investing in certain securities or types of securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.50% |
| $250K+ | 1.50% |
Fixed Income Portfolio: 0.50% per year on portfolios of $10,000 and over. Select Equity Portfolios: 1.50% per year on portfolios of $100,000 and over. Asset Allocation Portfolios and 529 Plans: 1.25% per year on portfolios up to $99,999, 1.00% per year on portfolios from $100,000 to $249,999, 0.75% per year on portfolios of $250,000 and over. Accounts within the same household may be combined for a reduced fee.