Tyton Wealth Management (TWML) provides ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. TWML creates a plan to help select a portfolio that matches your specific needs. TWML generally recommends ETFs, but may also use mutual funds, fixed income securities, real estate funds, equities, and other securities to diversify your portfolio.
Assets Under Management$28M
Clients34
Advisors2
Avg. per Client$840K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.90% |
Portfolio Management fees can be negotiable at TWML’s discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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