Townsend Asset Management CORP.

Assets Under Management

$445.6M

Number of Clients

442

Number of Advisors

3

Average Client AUM

$1.0M

AUM per Advisor

$148.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Townsend Asset Management Corp. offers investment management based on client goals, financial planning covering various life areas, tax preparation, and consulting services. They also offer wealth management, a comprehensive service combining investment management, financial planning, tax preparation, and consulting under a single fee arrangement. Services are tailored to individual client needs.

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $3.0M0.90%
$3.0M - $4.0M0.80%
$4.0M - $5.0M0.70%
$5.0M - $6.0M0.60%
$6.0M - $7.0M0.50%
$7.0M - $10.0M0.40%
$10.0M - $15.0M0.35%
$15.0M - $20.0M0.30%
$20M+Included

Fees are quoted for assets over $20 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningRetirement PlanningEstate PlanningHigh Net Worth
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Location

3110 Edwards Mill Road, Ste 150, Raleigh, NC, 27612

3 Advisors at this firm