Tidwell Wealth Management provides investment portfolio management and financial consulting services for individuals, trusts, charitable organizations, businesses, and retirement plans. The firm focuses on long-term investment strategies rooted in modern portfolio theory, primarily recommending passively managed asset class and index mutual funds, particularly from Dimensional Fund Advisors and SA Funds, alongside individual fixed income portfolios. Tidwell Wealth Management uses a team of professionals who are also certified public accountants and certified financial planners, offering consultations on income and estate tax planning, business sale structures, college financial planning, retirement planning, insurance analysis, and personal cash flow analysis. While the firm provides consulting on these financial areas, it does not prepare comprehensive written financial plans. Tidwell Wealth Management collaborates with third-party partners like Focus Partners for sub-advisory and back-office services, and maintains an affiliation with an accounting firm, Tidwell & Associates.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees, account minimums, and applications to family circumstances may be negotiable. Total management fee will not exceed 3%. Employer-sponsored retirement plan advice with lesser involvement has fees reduced by 0.50% in each tier.