Ideal Client / Professional Fees

Towerpoint Wealth offers professional wealth management planning, counsel, and service for an annual asset-based fee, based on the amount of assets under the Firm’s management. This management fee is generally determined in accordance with the following blended fee schedule:

The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by Towerpoint Wealth on the last day of the previous billing period. If assets in excess of $50,000 are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value. For the initial period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate. Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Towerpoint Wealth may negotiate a fee rate that differs from the range set forth above.

Curious what the average financial advisor fees across the U.S. are? Click here to read a detailed 2017 report from Advisory HQ: