Tolleson Private Wealth Management
Assets Under Management
$8.8B
Number of Clients
222
Number of Advisors
31
Average Client AUM
$39.5M
AUM per Advisor
$282.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Tolleson Private Wealth Management provides investment strategy, asset allocation analysis, and third-party investment manager analysis. They also offer discretionary management of fixed income portfolios. As a multifamily office, they provide financial planning, tax planning, bookkeeping, estate planning, and other services to high-net-worth clients.
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
Location
5500 Preston Road, Suite 250, Dallas, TX, 75205