Titletown Wealth Management (TWM) offers investment advice and financial planning services. This includes reviewing client financial goals, recommending asset allocation strategies, and preparing written investment strategies. TWM also provides financial planning consulting services such as risk assessment, investment planning, estate planning, and financial organization. Investment advice is tailored to each client's needs. TWM provides these services through its Investment Advisory Representatives to accounts opened with TWM.
Assets Under Management$150M
Clients459
Advisors2
Avg. per Client$330K
Avg. per Advisor$75M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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