Third View Private Wealth offers investment management services tailored to individual client goals. They work with clients to understand their financial situation and develop a suitable investment strategy. They may use third-party managers. TVPW also offers financial planning services, ranging from broad-based to single-subject planning, to help clients achieve their financial goals. Clients are not obligated to act on their recommendations or implement plans through TVPW.
Assets Under Management$1.2B
Clients324
Advisors7
Avg. per Client$3.6M
Avg. per Advisor$170M
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 - $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 negotiable for accounts over $100,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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