Two West Advisors (TWA) offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. Investment management can be provided directly by TWA or through sub-advisors or automated platforms. Financial planning includes reviewing financial objectives, asset allocation, cash flow, tax planning, insurance, education funding, retirement planning, and estate planning. TWA may delegate some financial planning services to outside providers.
Assets Under Management$3.9B
Clients650
Advisors16
Avg. per Client$6M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable and depend on the level of service, the advisor, and the platform used. Minimum fees may apply. Additional financial planning fees may apply if financial planning is provided with investment management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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