Townsend
Assets Under Management
$1.3B
Number of Clients
1,476
Number of Advisors
16
Average Client AUM
$865K
AUM per Advisor
$79.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Townsend & Associates, Inc. offers financial planning and asset management services. Financial planning covers investments, tax, asset allocation, risk, and retirement. Asset management provides ongoing supervision of client accounts, tailoring services to individual needs.
Fee Structure
Townsend charges a fixed fee of $265 for a financial profile. Individual financial consultations are available for $285 per hour. Asset management fees are based on a percentage of assets managed, as detailed in the table above. Minimum investment amounts are required, as outlined in Item 7.
Areas of Practice
Location
2761 W. 120th Ave., Suite 200, Westminster, CO, 80234