Total Wealth Solutions provides investment advice and financial planning to individuals, high-net-worth individuals, and small business owners. Services include retirement, tax, and estate planning, as well as investment management. Investment strategies are tailored to each client's needs, considering their financial situation and goals.
Assets Under Management$150M
Clients82
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees range from 0.80% to 1.50% annually and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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