TPW Finance provides investment management services where they make investment decisions for you based on your goals and risk tolerance. Financial planning is also available at no additional cost to investment management clients, covering topics like retirement, cash flow, and estate planning. Clients can place restrictions on investments.
Assets Under Management$8.6M
Clients5
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$8.6M
Fee Structure
Planning is included in investment management
TPW Finance charges a fixed annual fee based on the amount of your portfolio. For example, a $2 million portfolio would incur a $20,000 annual fee, billed quarterly at $5,000. Fees are negotiable for portfolios over $10 million. Financial planning is included at no additional cost for investment management clients.
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