Teamwork Financial Advisors offers ongoing investment management and financial planning services. Teamwork manages accounts based on your financial situation, investment goals, and risk tolerance. They also offer financial planning and consulting services, which can include a full written financial plan. Some representatives may integrate legal and tax advice into their services. Teamwork may refer clients to affiliated firms for legal, tax, or insurance services.
Fee Structure
Teamwork Financial Advisors offers ongoing investment management services for a fee based on a percentage of the assets they manage for you. The exact fee is determined by the individual advisor and client and is memorialized in the client agreement. Fees are negotiable based on several factors. The highest fee charged is 1.6%.