ASSETS UNDER MANAGEMENT | ANNUAL FEE PERCENTAGE |
---|---|
$500 - $749K | 1.00% |
$750 - $999K | 0.90% |
$1 - $1.49M | 0.85% |
$1.5 - $1.99M | 0.75% |
$2 - $2.99M | 0.65% |
$3 - $4.99M | 0.50% |
$5 - $9.99M | 0.40% |
$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 $500,000 AUM or an annual financial planning fee of $5,000. See official account agreement for full description of all fees – subject to change.
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