IWP Wealth Management offers a range of services including investment and cash flow management, financial and estate planning, and consulting on non-investment matters. IWP manages client investments and may recommend independent investment managers. IWP also provides investment advice on various investments, including real estate and hedge funds. IWP serves high net worth individuals, families, and their small businesses.
Fee Structure
IWP Wealth Management negotiates a fixed annual fee with each family client based on the amount of work and value provided. When preferred, IWP may charge a fee based on a percentage of assets under management or a combination of a fixed annual fee and a percentage-based fee. For investment advisory clients, IWP typically charges an ongoing asset-based fee, billed quarterly, based on the value of the assets in the client's advisory account.