The Commonwealth Group LLC (TCWG) provides investment management services to individuals, corporations, retirement plans, foundations, and endowments. TCWG discusses clients' financial circumstances, goals, and risk tolerance to create an Investment Policy Statement. TCWG uses mutual funds, ETFs, exchange-traded securities, corporate debt, and government securities. TCWG may recommend unaffiliated investment advisors to manage client accounts, providing oversight and monitoring. TCWG also offers discretionary investment supervisory services for clients not referred to sub-advisors.
Assets Under Management$8.6M
Clients21
Advisors2
Avg. per Client$410K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $149K | 1.50% |
| $149K - $500K | 1.30% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000 depending on complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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