Total Wealth Services (TWS) provides financial planning, consulting, and investment management services. TWS primarily uses independent investment managers to manage client assets, but also recommends mutual funds, exchange-traded funds (ETFs), and individual securities. TWS works with individuals, trusts, estates, and charitable organizations. TWS tailors its services to each client's needs and objectives, assessing their risk tolerance and financial situation.
Assets Under Management$120M
Clients157
Advisors6
Avg. per Client$770K
Avg. per Advisor$20M
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 - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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