Tolleson Private Wealth Management (TPWM) offers investment advice, asset allocation analysis, and monitors investment manager performance. TPWM also provides financial planning, tax planning, bookkeeping, estate planning, and other services to high-net-worth individuals. TPWM manages fixed income portfolios and advises on investments in affiliated private investment funds. TPWM is a subsidiary of Tolleson Wealth Management.
Fee Structure
Tolleson Private Wealth Management charges a fee based on the value of your assets for financial advisory services, ranging from 0.40% to 1.00% per year, paid monthly or quarterly. They also offer discretionary fixed income portfolio management for 0.20% per year, paid monthly or quarterly. Fees are negotiable and may vary based on your situation, relationship size, and the complexity of your financial plan. If a third-party investment manager is used, an additional fee of 0.25% per year may apply.