Towerpoint Wealth offers investment advice and financial planning to individuals, trusts, estates, charitable organizations, and businesses. TPW creates tailored portfolios using stocks, bonds, ETFs, mutual funds, and other investments. Financial planning covers retirement, estate, tax, education, and real estate. TPW also provides retirement plan consulting to employers.
Assets Under Management$470M
Clients535
Advisors5
Avg. per Client$880K
Avg. per Advisor$94M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.60% |
Fees are negotiable above $15,000,000. TPW may charge clients according to a legacy fee schedule, or a flat percentage not to exceed 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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