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 $800,000 AUM or an annual financial planning fee of $8,000. The fee level is retroactive to $0; for example, a total portfolio of $2.0M would only be charged 0.90% back to dollar one.
*TWC Wealth Management advisors can be compensated through advisory fees as well as brokerage and/or insurance commissions. See official account agreement for full description of all fees – subject to change.
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| ASSETS UNDER MANAGEMENT | ANNUAL FEE PERCENTAGE |
|---|---|
| $800k - $999k | 1.00% |
| $1M - $1.99M | 0.95% |
| $2M - $2.99M | 0.90% |
| $3M - $3.99M | 0.75% |
| $4M - $5.49M | 0.60% |
| $5.5M - $6.99M | 0.45% |
| $7M - $9.99M | 0.40% |
| $10M - $14.99M | 0.35% |
| $15M+ | 0.30% |
