True Wealth Advisory Group (TWAG) offers investment management and consulting services. TWAG can manage your investments directly (discretionary) or provide recommendations that you approve before they're implemented (non-discretionary). TWAG also offers consulting services where they review your portfolio and make recommendations, but you are responsible for implementing them. TWAG uses custodians like Charles Schwab and Interactive Brokers. TWAG can recommend third-party independent managers to manage a portion of client assets.
Assets Under Management$230M
Clients99
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100.0M - $250.0M | 0.35% |
| $250M+ | 0.30% |
Fees are negotiable based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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