Topel & DiStasi Wealth Management offers investment advice and asset management to individuals and other clients. As a fiduciary, the firm is legally required to act in the client's best interest. Services include creating tailored investment portfolios and financial plans based on the client's goals, risk tolerance, and time horizon. The firm also provides standalone financial planning and consulting services.
Fee Structure
Topel & DiStasi Wealth Management offers asset management and comprehensive portfolio management services. The maximum annual fee charged for these services is 1.4% of the value of your investments. Fees are calculated quarterly in advance, based on the value of your account on the last day of the previous quarter. The fees are negotiable.