The Wealth Collaborative (TWC) is a fee-only registered investment advisor offering investment management and financial planning services. TWC develops personalized investment plans based on your goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. TWC may recommend outside investment managers and will monitor those managers for suitability.
Assets Under Management$400K
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$200K
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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