TWRU Private Wealth Management provides investment advice and financial services to individuals and businesses. TWRU focuses on helping clients develop and execute plans to build and preserve wealth. TWRU typically manages assets on a discretionary basis, meaning they have the authority to make investment decisions without your consent. TWRU may recommend clients use Charles Schwab & Co., Inc. as the qualified custodian for their accounts.
Assets Under Management$79M
Clients33
Advisors5
Avg. per Client$2.4M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Advisory fees and account minimums may be negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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