Tidwell Wealth Management (TWM) manages investment portfolios for individuals, trusts, charitable organizations, businesses, and retirement plans. TWM works with clients to determine their investment objectives and risk profile, then designs a written investment policy. TWM primarily recommends passively managed asset class and index mutual funds, often Dimensional Fund Advisors (DFA). TWM may also consult on financial areas like tax planning, college planning, and retirement planning.
Assets Under Management$63M
Clients80
Advisors3
Avg. per Client$790K
Avg. per Advisor$21M
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Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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