Total Wealth LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Total Wealth also offers financial planning services, including annual or semi-annual meetings for plan adjustments. They primarily recommend ETFs and mutual funds, with annuities for income protection. Total Wealth participates in Altruist LLC’s Model Marketplace.
Assets Under Management$1.5M
Clients45
Advisors1
Avg. per Client$33K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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