T.M. Wealth Management (TMW) offers investment management, pension consulting, and financial planning services tailored to individual client needs. TMW provides both discretionary and non-discretionary portfolio management. Financial planning covers cash flow, retirement, insurance, portfolio, education savings, and estate analysis. TMW may recommend a third-party money manager to manage client assets.
Assets Under Management$210M
Clients99
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Adjustments to standard fees may be negotiated with clients who have more than one related account owned by family, friends, or business associates, unusually sophisticated or simplified investment needs & strategies, or where accounts are tax qualified or may require tax harvesting.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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