Tekton Wealth Advisory Services (TWAS) provides financial planning, consulting, and investment management services. Financial planning covers cash flow, trust and estate planning, insurance, retirement, and tax planning. TWAS primarily uses independent investment managers to manage client assets, allocating funds among ETFs, mutual funds, and individual equities. TWAS also offers estate planning services through Wealth.com.
Fee Structure
TWAS offers wealth management services for an annual fee based on the value of your portfolio. This fee ranges from 0.80% to 1.75% per year, depending on the size and composition of your portfolio, the services provided, and who provides the services. TWAS may negotiate fees. The fee is calculated monthly, in advance, based on the market value of your portfolio on the last day of the previous month.