Third View Private Wealth manages investment portfolios and provides personalized financial planning and retirement plan consulting for individuals, families, and businesses. Third View Private Wealth creates tailored investment strategies based on each client's goals, time horizon, and risk tolerance, primarily managing accounts on a discretionary basis while also accommodating non-discretionary arrangements. The firm uses model portfolios, third-party managers, and specialized platforms to handle held-away accounts like employer-sponsored retirement plans. In addition to investment management, Third View Private Wealth offers comprehensive financial planning covering cash flow, taxes, retirement, and estate planning, as well as advisory services for employer-sponsored retirement plans. The firm specializes in working with individuals, high-net-worth clients, business owners, and corporate executives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.45% |
Fees for amounts over $100 million are negotiable. Household accounts are combined for fee calculation.