Tilghman Wealth Management (TWM) offers personalized financial planning and investment management services. TWM works with clients to define financial objectives and develop strategies to achieve those goals. Areas of focus include tax planning, risk management, investment strategy, education funding, retirement planning, estate and legacy planning, charitable giving, and family business succession planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be lower in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...