Tailored Wealth Solutions provides wealth management services including asset management, investment advice, financial planning, tax planning, and estate planning. Investment advice is tailored to individual client needs. TWS may use third-party money managers. Financial planning services can be a one-time engagement or an ongoing service. TWS does not sponsor a wrap fee program but may utilize sub-advisors that do.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable. Retirement plans have a different fee schedule: 0-500K: 1.25%, 500K-3M: 1.00%, 3-5M: 0.75%, 5-10M: 0.50%, 10M+: 0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.