Town Capital is a wealth management firm helping professionals and business owners reach their financial goals. They offer financial planning services covering retirement, investments, education, taxes, estate, risk management, and cash flow. They also provide investment management services, designing portfolios based on client goals and risk tolerance. Town Capital may recommend independent managers for a portion of a client's assets.
Assets Under Management$120M
Clients131
Advisors2
Avg. per Client$930K
Avg. per Advisor$61M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.30% |
Fees are negotiable and may vary from client to client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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