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Tower Wealth
Planning
Tower Wealth
Planning
Independent, Fee-Only, Fiduciary
Our Fee Structure
How Our Fee Works
One of our core principals is transparency around our fee structure. We want all clients to know exactly what our financial planning and investment management services will cost.
TWP is a fee-only fiduciary. This means that we do not earn commissions from selling products to our clients. We put our clients best interest at the center of our financial plans and advice.
Our Fee Schedule
> Financial Plan + Investment Management + Ongoing Advice
> Fees range between $1,000- $8,500/year
> Fees are charged at the end of each quarter ("in arrears")
> Investment Management + Ongoing Advice Only
> Assets Under Management (AUM) fee of .85%
> Fees are charged at the end of each quarter ("in arrears")
> Hourly Financial Advice/Project Based Planning
> $200/hour
> Fees are charged at the completion of project ("in arrears")
> Yearly fees are capped at $8,500.
> All fees are negotiable and custom project planning is available.
> TWP does not have any minimum net worth requirements.
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