| ASSETS MANAGED ACROSS ACCOUNTS | ANNUAL FEE AS A PERCENTAGE OF TOTAL ACCOUNT VALUE |
| Up to $5,000,000 | 0.65% |
| $5,000,000 and Over | 0.50% |
| Minimum Account Size $500,000 | This account size is negotiable under certain circumstances. We do not charge any fees in advance; fees are billed at the end of each quarter. |
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Fees
Fees
Twele Capital Management, Inc. | © 2020 All Rights Reserved • Minnetonka, MN
This information is provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed.
Be sure to first consult with a qualified investment adviser and/or tax professional before implementing any strategy.
This information is not intended to provide investment, tax, or legal advice.