Thousand Wealth Management (TWM) provides financial planning and investment advice. TWM works with clients to understand their financial situation, investment goals, and risk tolerance to create a suitable portfolio allocation. TWM has contracted with Rising Tide Wealth Advisory Solutions LLC (RTWAS) to provide certain investment management and back office services for clients' accounts. TWM also offers retirement plan consulting services.
Assets Under Management$13M
Clients12
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$6.5M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.70% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Third-party manager charges an additional fee of 0.10% to 0.30% depending on the amount of assets under their management. TWM charges a minimum fee of $2,500 per quarter, unless waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...