We believe wealth management is a process, not a product!
ADVISORY FEE STRUCTURE
Oh yes, we did! We believe in total transparency!
Our full service financial planning and asset management (some or all services may be included depending on the situation and agreement) is typically compensated via a percentage of assets under management (AUM). We typically have a minimum relationship, which may include multiple accounts, of $750,000 AUM or an annual financial planning fee of $7,500. See official account agreement for full description of all fees – subject to change.*
*TWC Wealth Management advisors can be compensated through advisory fees as well as brokerage and/or insurance commissions. *The fee level is retroactive to $0; thus, a total portfolio of 1.5M would be charged .80%.
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| ASSETS UNDER MANAGEMENT | ANNUAL FEE PERCENTAGE |
|---|---|
| $750 - $999k | 1.00% |
| $1 - $1.49M | 0.90% |
| $1.5 - $1.99M | 0.80% |
| $2 - $2.99M | 0.70% |
| $3 - $4.99M | 0.55% |
| $5 - $7.49M | 0.40% |
| $7.5 - $9.99M | 0.35% |
| $10M + | 0.30% |
