The Wealth Mastery, LLC (TWM) provides both investment management and financial planning services. For investment management, TWM can manage your investments with or without needing your approval for each trade. Financial planning includes evaluating your current and future financial situation, covering topics like retirement, investments, and estate planning. TWM creates investment strategies tailored to each client's goals and risk tolerance.
Assets Under Management$1.4M
Clients4
Advisors1
Avg. per Client$350K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15M+ | 0.70% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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