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%