Tower Wealth Partners provides wealth management and investment management services, including financial planning and consulting. They create customized investment strategies based on client goals, risk tolerance, and financial situations, using diversified mutual funds, exchange-traded funds, individual stocks, and bonds. Tower Wealth may also recommend unaffiliated investment managers. They serve as a fiduciary, committed to acting in clients' best interests.
Assets Under Management$440M
Clients920
Advisors3
Avg. per Client$480K
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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