Topsail Wealth Management’s pricing is among the lowest in the industry. We do more at a lower cost to help you accomplish your financial goals. While some minimums do apply, use our calculator to see how we can help you save. As you invest more with Topsail, we pass further savings on to you.
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Personalized wealth management designed to help you keep more of your return.
I am planning to invest $: with Topsail Wealth Management.
Fee calculations are believed to be accurate but will be confirmed by your advisor.
$0
annually
0.30%
Compared to the industry average of 0.75%.
We believe in a transparent published fee schedule. As your wealth grows, you’ll benefit from our tiered fee schedule.
Minimum schedule — relationships with less than $3 million in AUM
Minimum annual fee: the lesser of $9,000 or 1%.
Example:
AUM ≤ $900,000 → 1%.
$900,000 to $3,000,000 → $9,000.
Tiered schedule — relationships exceeding $3 million in AUM
0.30% on the first $5,000,000 (up to $5,000,000 in assets)
0.20% on the next $5,000,000 (to $10,000,000)
0.10% on the next $15,000,000 (to $25,000,000)
0.05% on assets over $25,000,000
Example (client with $15,000,000):
0.30% on first $5M = $15,000
0.20% on next $5M = $10,000
0.10% on next $5M (of the remaining $10M) = $5,000
Total advisory fee = $30,000
Fees are subject to change. More information about Topsail’s investment advisory services, including our fee schedule, can be found in our Form ADV and/or Form CRS. Information is from sources believed to be accurate but cannot be guaranteed.
