Think Wealth Management (TWM) provides ongoing portfolio management based on your individual goals and risk tolerance. TWM creates a plan to help select a portfolio that fits your specific situation. TWM also offers consulting services to pension or other employee benefit plans. TWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, commodities and non-U.S. securities.
Assets Under Management$15M
Clients44
Advisors2
Avg. per Client$350K
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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