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
RelationshipsFinancial PlanningInvestment ManagementMeetingsConsultingAdvisory 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