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 | Two scheduled meetings per Year One 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 | Two 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 | One 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 | One 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 |