Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPWM generally receives management or advisory fees from its clients, ranging from 0.40% to 1.00% per annum of client assets under management for financial advisory services. Discretionary fixed income portfolio management fees are 0.20% per annum. Fees are negotiable and may vary based on the client's situation, net worth, relationship size, services requested, and complexity of the financial plan. Certain financial planning, tax planning, and other services may incur additional agreed-upon fees. The minimum account size is generally $20 million, subject to waiver.
Areas of Practice
Advisor Information
Office location
5500 Preston Road, Suite 250, Dallas, TX, 75205
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joshua is a board member and member of the Finance and Governance Committee for Communities in Schools of Greater Tarrant County. He dedicates minimal time to this volunteer position, which involves overseeing the budget and developing financial goals for the organization.