TO Wealth offers comprehensive financial planning and investment management services. Financial planning includes asset review, wealth planning, estate planning, tax strategies, insurance review, and college planning. Investment management is provided on a discretionary basis, including investment strategy development, implementation, and monitoring, potentially using third-party managers. TO Wealth is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are negotiable at TO Wealth's discretion. Third-party manager fees are separate and in addition to TO Wealth’s fee and apply only to the portion of assets on which the third-party manager’s services are engaged. TO Wealth estimates third-party manager fees between 0.10% and 0.75%, however exceptions may apply. Minimum account sizes may apply for third-party management.