The Wealth Conservancy (TWC) provides investment solutions, financial planning, and wealth coaching. TWC works with clients to develop an investment strategy aligned with their goals. They offer both discretionary and non-discretionary investment advisory services. TWC also provides financial planning services to help clients understand their overall financial situation and map out a course to meet their financial objectives. Wealth coaching is also offered to assist clients in understanding their financial position and the financial decision-making process.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Minimum quarterly fee of $10,000. Different fee schedule for existing clients who engaged prior to 1995: First $250,000: 2%, Next $250,000: 1.5%, Over $500,000: 0.50%, Minimum quarterly fee: $1,350. Fees are negotiable.