Tomkiewicz Wealth Management (TWM) offers wealth management, which includes investment management and financial planning, to clients. TWM develops a personal investment policy or plan with an asset allocation target based on the client's goals and risk tolerance. TWM primarily advises on stocks, bonds, mutual funds, ETFs, and government securities. Financial planning covers areas like cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. TWM does not offer financial planning as a stand-alone service.
Assets Under Management$1.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $7.5M | 0.60% |
| $7.5M+ | 0.50% |
Fees are negotiable and may vary by client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...