Townsend Wealth Management
Columbus, Georgia
5.0
2 Reviews
Townsend Wealth Management, a small investment advisory firm based out of Columbus, GA, serves over 120 individual clients and manages an impressive $134,472,000 in assets. With a focus on high net worth individuals, the firm prides itself on providing personalized financial solutions tailored to their clients' unique needs and goals. While their 401K and individual accounts make up less than 30% of their assets under management, Townsend Wealth Management possesses the expertise and capacity to effectively manage employer funds. With a commitment to discretion and trust, 99% of the assets they manage are handled on a discretiona...
See more
Loading...

Assets Under Mgmt

$134.47M

Investment Professionals

2

Locations

0

% 401K & Individual

28%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.