Townsend Wealth Management Fees & Minimum

Overview

Headquarters: Columbus, GA
Total Firm Assets: $194 million
Average High-Net-Worth Client Portfolio Size: $2.4 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: TWM ADV PART 2 (2026-02-06) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$2,000,000	0.80%
$2,000,001	$5,000,000	0.65%
$5,000,001	$10,000,000	0.50%
$10,000,001	$20,000,000	0.35%
$20,000,001	and above	0.20%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$37,500	0.75%
$10 million	$62,500	0.62%
$50 million	$157,500	0.32%
$100 million	$257,500	0.26%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 75.00%
Number of High-Net-Worth Clients: 60
Total Client Accounts: 449
Discretionary Accounts: 443
Non-Discretionary Accounts: 6

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 126241

TWM ADV PART 2 (2026-02-06) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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