Overview
- Headquarters
- Lewisburg, PA
- Total Firm Assets
- $440 million
- Average High-Net-Worth Client Portfolio Size
- $2.1 million
Fee Disclosure
Source: TOWER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2025-04-25)
· View brochure text
Latest filing: TOWER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-03-04)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.75% |
| $250,001 | $1,000,000 | 1.50% |
| $1,000,001 | $3,000,000 | 1.25% |
| $3,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,625 | 1.56% |
| $5 million | $60,625 | 1.21% |
| $10 million | $98,125 | 0.98% |
| $50 million | $398,125 | 0.80% |
| $100 million | $773,125 | 0.77% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 69.49%
- Number of High-Net-Worth Clients
- 146
- Total Client Accounts
- 1,842
- Discretionary Accounts
- 1,842
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 310461
- TOWER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-03-04) · View brochure text
- TOWER WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2025-04-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗