Assets Under Management
$102.4M
Number of Clients
107
Number of Advisors
2
Average Client AUM
$957K
AUM per Advisor
$51.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Total Wealth Advisors provides financial planning and portfolio management services. Financial planning covers areas like cash management, risk management, estate planning, and retirement planning. Portfolio management is primarily discretionary through a wrap fee program.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Fees are negotiable for amounts over $2,000,000.
809 Mainstreet, Hopkins, MN, 55343