TIA Wealth Management offers investment management services where they manage your investments based on your goals and risk tolerance. They may also hire other investment advisors to manage parts of your portfolio. TIA Wealth Management also offers financial planning services, including a review of your finances called the ‘Retirement Freedom Roadmap,’ which covers income, investments, taxes, healthcare, and estate planning. Financial planning is offered at no additional cost to investment management clients.
Assets Under Management$97M
Clients228
Advisors1
Avg. per Client$430K
Avg. per Advisor$97M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.90% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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