Total Wealth Advisors, LLC
Assets Under Management
$102.4M
Number of Clients
107
Number of Advisors
2
Average Client AUM
$957K
AUM per Advisor
$51.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Total Wealth Advisors provides financial planning services, including traditional and subscription-based options, and discretionary portfolio management services through a wrap fee program. They work with clients to determine their objectives, risk tolerance, and investment considerations, recommending proprietary portfolios.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Financial planning fees range from $500 to $5,000 depending on complexity, and subscription-based planning is $150 per month. Portfolio management fees are based on a percentage of assets under management, following a tiered schedule. For example, the first $249,999 is billed at 1.75%. Fees are negotiable for accounts over $2,000,000. These fees are separate from custodian, brokerage, and fund management fees. There is no minimum account size to become a client.
Areas of Practice
Location
809 Mainstreet, Hopkins, MN, 55343