Total Wealth Partners offers investment management services to individuals, high net worth individuals, trusts, and estates. Total Wealth Partners works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy based on asset bands. The firm serves as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client.
Assets Under Management$33M
Clients31
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Total Wealth Partners' investment management fees range up to 1.5% annually, based on factors such as the complexity of services, the level of assets managed, and the overall relationship. Fees are paid monthly, in advance, based on the market value of assets at the end of the prior month. Fees may be negotiable at the Advisor's discretion.
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