Tower Financial Strategies Corp. provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. They also direct clients to third-party investment advisors like Assetmark Managed Portfolios to manage client assets. Tower Financial Strategies generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$3.2M
Clients17
Advisors1
Avg. per Client$190K
Avg. per Advisor$3.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
This fee is for Tower Financial Strategies' portion of the total fee when directing clients to Assetmark Managed Portfolios. The total annual fee is 1.65%, with Assetmark receiving 0.55%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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