TL Private Wealth provides ongoing investment management based on your individual goals, risk tolerance, and time horizon. They create a plan to help select a portfolio that fits your specific situation. Services include investment strategy, asset allocation, and regular portfolio monitoring. Financial planning, including retirement, tax, and college planning, is included in the investment advisory fee. TL Private Wealth primarily uses mutual funds, equities, bonds, ETFs, REITs, and insurance products.
Assets Under Management$330M
Clients259
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable depending on the needs of the client and the complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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