The Wealth Collaborative (TWC) provides investment management and wealth planning services to high-net-worth individuals. TWC offers wealth planning services on an a la carte basis, including portfolio analysis, budgeting, cash flow planning, retirement planning, and estate planning. TWC also manages client assets, primarily allocating investments among mutual funds and exchange-traded funds. TWC may recommend independent investment managers for a portion of client assets.
Fee Structure
The Wealth Collaborative provides investment management services for an annual fee based on the value of your investments. The fee is negotiable and ranges from 0.50% to 1.75% per year, depending on the complexity of the account, the amount you invest, and the scope of services. The fee is charged quarterly in advance.