TOP Private Wealth LLC, operating as Towerto Private Wealth and SkyBlue Wealth Advisors, is a registered investment advisor based in Glastonbury, Connecticut. TOP Private Wealth offers personalized investment management and financial planning services to individuals and high-net-worth clients. The firm builds customized investment portfolios using stocks, bonds, mutual funds, and exchange-traded funds, and can also advise on annuities and alternative investments. Their financial planning services cover a broad range of areas, including retirement planning, tax planning strategies, estate planning, cash flow and debt management, college savings, employee benefits optimization, risk management, and business planning. Services are offered through ongoing engagements or one-time projects. TOP Private Wealth operates as a fee-only firm and does not accept commissions from product sales.
Fee Structure
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% |
Fees are negotiable. Household accounts may be aggregated. Legacy clients with relationships exceeding five years may have differentiated fee structures.