Client Service Matrix

There are many ways that clients engage with our team of advisors and client service professionals.  To get a better idea of the types of services you may qualify for, here is a guide of our value-added services and expectations when you become a part of the TWG Family:


Household Assets

Relationships

Financial Planning

Investment Management

Meetings

Consulting

Advisory Fee

$1M - $2.5M

Lead Advisor with CFP® or AIF® designations

 

Dedicated Client Service Professional

Comprehensive Financial Plan

 

Retirement, Education, Insurance, Taxes, Estate & Trusts

 

Aggregate Accounts to one portal

Develop Risk Profile/Analysis

 

Custom Portfolio Opportunity

 

Model Portfolio

2 scheduled meetings per Year

 

1 in person meeting

Minimum

 

Phone Call or Zoom as needed

Family CFO

 

Consulting Services for major life events: Retirement, Marriage, Death, Home Purchase, Legacy

 

Coordinator to network of professionals: Attorney, CPA, Insurance Agent

 

Line of Credit Options

0.90% of assets under management

$500K - $1M

Licensed Advisory Team/Professional Designation(s)

Retirement, Education, Insurance

 

Aggregate Accounts to one portal

Develop Risk Profile/Analysis

 

Model Portfolio

2 scheduled meetings per Year

 

Phone Call or Zoom as needed

Coordinator to network of professionals: Attorney, CPA, Insurance Agent

 

Line of Credit Options

1.00% of assets under management

$250 - $500K

Licensed Advisory Team

Available as project through an hourly consulting agreement

Develop Risk Profile/Analysis

 

Model Portfolio

1 scheduled meeting per year

 

Phone Call or Zoom as needed

List of network professionals

 

Line of Credit Options

1.125% of assets under management

$100K - $250K

Licensed Advisory Team

Available as project through an hourly consulting agreement

Develop Risk Profile/Analysis

 

Model Portfolio

1 scheduled meeting per year

 

Phone Call or Zoom as needed

List of network professionals

1.25% of assets under management

Under $100K

Licensed Representative

 

Through one-time consulting agreement

Phone Call or Zoom as needed

 

$50 per month through AdvicePay