Together Wealth Group LLC operates as a digital investment advisor, providing automated investment management services exclusively through an online interface. Together Wealth Group LLC uses proprietary software-based models and algorithms to generate and deliver investment advice based on individual client profiles, including age, risk tolerance, and income. The platform invests client portfolios across a broad range of assets, including mutual funds, exchange-traded funds, fixed income securities, real estate funds, commodities, and private placements. Together Wealth Group LLC requires clients to use a specific custodian for execution and operates on a discretionary basis, making investment decisions without prior consultation. The firm does not offer standalone financial planning services, nor does it participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.35% |
| $100.0M - $250.0M | 0.30% |
| $250M+ | 0.25% |
Fees are negotiable. In addition to the percentage fee, clients pay a fixed fee of $25 per month for platform access.