Tumwater Wealth Management (TWM) offers portfolio management based on individual client goals, time horizon, and risk tolerance. TWM also provides comprehensive financial planning, including retirement, education, and insurance analysis, as well as basic tax and estate planning. TWM may also offer consulting services to pension or other employee benefit plans.
Assets Under Management$410M
Clients310
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Tumwater Wealth Management's annual investment advisory fee can be up to 1.20% of the value of your portfolio. For smaller accounts (under $500,000), TWM may offer an investment management only fee of no more than 0.60% annually. These fees are negotiable.
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