Twombly Asset Management (TAM) offers investment management services, making investment decisions for clients based on their individual financial situations, investment goals, and any restrictions they have. TAM invests in a mix of stocks and bonds, using different strategies to select investments. TAM may recommend custodians like Charles Schwab but clients make the final decision.
Assets Under Management$50M
Clients44
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are payable monthly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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