TechView Wealth Advisors provides financial planning and investment management services. They assess your financial situation, discuss risks, and explore long-term goals. Financial planning covers cash flow, tax, retirement, education, and estate planning. Portfolio management is non-discretionary, requiring your approval for all transactions. They primarily use publicly-traded securities like stocks, bonds, ETFs, and mutual funds.
Assets Under Management$5.1M
Clients18
Advisors2
Avg. per Client$280K
Avg. per Advisor$2.6M
Fee Structure
Planning is included in investment management (also available separately)
TechView Wealth Advisors manages investment portfolios and charges an annual fee based on the value of your investments, paid quarterly.
For US tax residents:
- First $1,000,000: 1.0% per year
- Over $1,000,000: Negotiable
For non-US tax residents:
- First $1,000,000: 2.0% per year
- Over $1,000,000: Negotiable
Loading...