Tactical Wealth Planning (TWP) provides portfolio management services based on individual client goals and risk tolerance. TWP also offers financial planning services that integrate healthcare cost analysis with traditional wealth management. Financial planning covers retirement income strategy, investment planning, tax planning, risk management, estate planning, and education & debt planning. TWP generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and private placements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.75% |
| $1.0M - $3.5M | 0.65% |
| $3.5M+ | 0.60% |
Clients with $750,000 to $1.5M in assets have the option to pay a flat fee of $9,000 annually. Fees are generally negotiable.