TWM Wealth Management offers investment management and financial planning services to individuals, trusts, estates, private foundations, high-net-worth individuals, and business owners. The firm works with clients to understand their financial objectives, risk tolerance, and financial situation to develop an investment strategy and financial plan. TWM Wealth Management primarily provides discretionary investment management services, investing in diversified mutual funds and exchange-traded funds, and may also utilize individual stocks and bonds.
Assets Under Management$74M
Clients174
Advisors1
Avg. per Client$430K
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $7.5M | 0.75% |
| $7.5M+ | 0.60% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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