Thoughtful Wealth Advisory (TWA) provides investment management services, including creating investment strategies based on client goals and risk tolerance. TWA also offers ERISA plan services to retirement plans, acting as a limited scope fiduciary. Additionally, TWA provides financial planning services, including retirement projections and advice on specific financial topics. TWA participates in the Model Marketplace of Altruist LLC.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.15% |
| $2.5M+ | 0.85% |
Fees are negotiable. When TWA participates in Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee of up to 1.0%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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