TOP Private Wealth, operating as Towerto Private Wealth and SkyBlue Wealth Advisors, provides investment management and financial planning services. As a fee-only firm, TOP Private Wealth's only compensation comes from client fees. Investment management involves creating and managing portfolios based on individual client needs and goals. Financial planning covers various areas, including business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Clients receive a written financial plan designed to help them achieve their financial goals.
Assets Under Management$110M
Clients150
Advisors2
Avg. per Client$710K
Avg. per Advisor$53M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.25% |
| $3M+ | 0.00% |
Legacy clients may be grandfathered in at a flat or tiered fee. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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