| 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% |
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.
The fee level is retroactive to $0; thus a total portfolio of $1.5m would be charged 0.80%
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. TWC Wealth Management and The Finance Couple™ are separate entities from LPL Financial.
Financial Planning & Asset Management
Services
- Customized Asset Allocation
- Tax Allocation
- Portfolio Rebalancing
- Tax Loss Harvesting
- Weekly & Monthly Newsletters
- Online Account Access
- Proactive Personal Contact
- Cash Flow & Lifestyle Planning
- Financial Plan
- Long Term Care Review
- Life Insurance Review
- Estate Planning Review
- Tax Planning Review
