TopTier Wealth Management provides financial planning and wealth management services. Financial planning helps clients organize their finances and determine suitable services. Wealth management includes ongoing financial advice and investment management tailored to client needs. TopTier manages investments with discretion, formulating strategies based on client goals and risk tolerance.
Assets Under Management$180M
Clients105
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$88M
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Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees will not exceed 1.00%. Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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