Thunderbird Wealth Management (TWM) provides investment management services to individuals, high-net-worth individuals, institutions, trusts, estates, and employer-sponsored retirement plans. TWM invests primarily in stocks, bonds, ETFs, and alternative investments. Financial planning is included with investment management. TWM also offers an automated investment program (robo-advisor) through Institutional Intelligent Portfolios® Platform.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client. In certain circumstances, our fees and the timing of the fee payments may be negotiated. Our employees and their family related accounts are charged a reduced fee for our services.