The L. Warner Companies (TWC) provides investment management and financial planning to individuals. Financial planning may include analysis of investments, retirement and educational goals, income taxes, insurance, benefits, business needs, and estate planning. TWC also offers consulting and administration services to corporations and non-profits, including plan design, administration, and investment vehicle selection for benefit plans.
Assets Under Management$740M
Clients448
Advisors11
Avg. per Client$1.7M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.5% and is negotiable. TWC may also bill using an agreed upon flat fee or tiered schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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