Topsail Wealth Management offers comprehensive wealth management services to high-net-worth and ultra-high-net-worth families. Services include financial planning, investment advice, tax planning, and estate planning. Topsail uses a priorities-based approach to help clients make informed decisions and achieve their financial goals. Investment strategies are implemented through diversified portfolios of both passive and active investments.
Assets Under Management$1B
Clients240
Advisors4
Avg. per Client$4.3M
Avg. per Advisor$260M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$9,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $900K | 1.00% |
| $900K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.20% |
| $10.0M - $25.0M | 0.10% |
| $25M+ | 0.05% |
Client relationships with less than $3 million in assets are subject to a minimum annual fee of the lesser of $9,000 or 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...