Think Different Wealth Advisors (TDWA) provides investment management and financial planning services. Investment management is tailored to individual client needs, creating portfolios based on personal investment policies. Financial planning covers areas like business planning, cash flow, college savings, employee benefits, estate planning, insurance, retirement, risk management, and tax strategies. TDWA also offers advice on car and home buying, and rental real estate analysis.
Assets Under Management$20M
Clients18
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$20M
www.facebook.com/thinkdifferentwealth ·www.linkedin.com/company/thinkdifferentwealth ·www.thinkdifferentwealth.com
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Fees are for actively managed accounts. Passively managed accounts have lower fees: $0 - $1,000,000: 0.70%; $1,000,001 - $2,000,000: 0.65%; $2,000,001 - $3,000,000: 0.60%; $3,000,001 and above: 0.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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