Tri-State Wealth Advisors (TSWA) provides portfolio management based on individual client goals and risk tolerance, creating an Investment Policy Statement for each client. TSWA also offers pension consulting services, including identifying investment objectives and recommending money managers. Financial planning covers investment, cash flow, insurance, tax, retirement, college, debt, estate, and business planning. TSWA may refer clients to JTK Advisors for tax preparation services.
Assets Under Management$26M
Clients70
Advisors1
Avg. per Client$370K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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