Team Wealth & Tax Advisors offers financial planning and investment management services to help clients make informed decisions about their wealth, retirement, and taxes. They work with clients on an ongoing basis to monitor their financial plans and investment strategies, making adjustments as needed. They also offer basic estate planning services through a partnership with an unaffiliated company.
Assets Under Management$230M
Clients358
Advisors6
Avg. per Client$650K
Avg. per Advisor$39M
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Fee Structure
Minimum Investment:$300K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.45% |
| $500K - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
The annual fee is negotiable based upon certain criteria. For clients with at least $500,000 of assets under management, Team Wealth & Tax Advisors provides complimentary personal tax planning and tax preparation services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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