Non-Managed Money

Prudent, Sound Financial Advice

If you are a financially savvy investor, we are here to help. As a client of Twyman Wealth, you would have access to a wide range of research, deal-flow, and sound financial advice. We would be glad to work with you to define and achieve your financial goals. On the non-managed side, we will work to bring ideas and suggestions that meet your risk profile and tolerances, as well as fit into your overall portfolio, while allowing you to still have the final say on all trades.

If this is the account structure that you desire, there are two cost-profiles to achieve this. There is the more traditional commission based account setup, as well as the Asset Managed Account (AMA) structure. The main difference between the two is in the traditional account structure, you are charged on a per-trade basis, while an AMA account is structured as a fee-account, where the overall cost to you is determined by a percentage based on the assets under management.

Have Questions?

We would be pleased to discuss both options and to help you decide which structure works best for your situation. Please go to our Contact Us page to find the best way to reach out to our team.