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.

See official account agreement for full description of all fees – subject to change.

Securities and advisory services offered through LPL Financial, a a registered investment advisor, member FINRA/SIPC. TWC Wealth Management and The Finance Couple™ are separate entities from LPL Financial.