TLW Wealth Management provides investment advisory services, managing client accounts with a focus on long-term growth. TLW aims to meet client financial needs through individual equity securities. TLW works with clients to determine their investment objectives and needs, and is available to review individual financial situations. TLW's investment philosophy is influenced by John Templeton, Peter Lynch, and Warren Buffett.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 4.00% |
Annual fee of 1.00% on the average account value for the quarter, charged quarterly in advance. Fees may be negotiable with clients due to personal family relationships or the percentage of cash that the client requests to retain in their account. The stated fee is the quarterly fee, so the annual fee is 4 times that amount.