Transformation Wealth Management (TWM) offers investment management through SEI programs and direct management of held-away assets. TWM also provides one-time, ongoing, and business financial planning services. TWM may recommend third-party managers. Investment strategies are tailored to client goals, and clients can impose restrictions on investments.
Assets Under Management$460K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$460K
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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