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Simplify Your Retirement
At TSA Wealth Management, our retirement planning process simplifies your financial life and gives you the freedom to focus on the things that matter most.
Our People
Meet your team of retirement planning experts.
Our Philosophy
Our philosophy is at the core of everything we do.
Our Fees
A simple, straightforward fee schedule
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Welcome To TSA Wealth Management
Experts in Retirement Planning
TSA Wealth Management exists because we love retirement planning. While other firms offer to work with everyone, we only claim to do one thing – work with retirees – and we do it very well. Though we are different from most other firms in that we don’t sell products, we don’t charge commissions, and we list our fee clearly on our website, what really separates us from the rest are our people, our philosophy, and our retirement planning process.
We invite you to look through our website, subscribe to our newsletter, attend some of our events, and if you think we might be a fit for each other, please schedule an introductory meeting.
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Our Expertise
Why TSA Wealth Management?
We specialize in retirement planning for families in the Houston area, with at least five hundred thousand dollars of investable assets, that share the dual goals of creating income during their lifetimes and growing the principal balance for future generations. Because of our focus, we are experts in the areas that matter most to our retiree clients, and we devote all our resources to their specific needs.
Our Service Areas
Wealth management in retirement is about more than just effectively managing investments. That is why our process incorporates your entire financial life.
Our Fees
What something costs, charge 1% on the first $2 million of assets under management with decreasing percentages for assets over that amount.
Who We Work With
A patient wouldn’t visit a heart doctor if her knee hurt, and she wouldn’t go to a corporate lawyer if she had estate planning issues. The same should be true when selecting a financial advisor.
How We Work
Our Onboarding Process
Want to see if we are the right fit? Here are the 6-steps to our onboarding process.
We want you to have 100% confidence in the quality of our advice and service. That’s why we don’t ask you to hire us until after we’ve made our initial presentation and laid out the remaining action items.
Our Team
Meet Our Expert Team
As a client of TSA Wealth Management, you will work with a team of experts that are passionate about retirement planning.
Jonathan Swanburg, JD, MBA, CFP
Managing Member, President
Austin Marrs, CFP
Managing Member, Senior Wealth Advisor
Crystal McKeon, CFP
Chief Compliance Officer
Our Pricing
Straight Forward Fee Schedule
We don’t charge commissions, there are no retainers, and we do not charge additional planning fees. All our services are provided as part of the asset management fee which is laid out here.
While we include outside assets such as bank accounts, insurance policies, business interests and real estate in the financial plan, we never charge a fee based on the value of those assets.
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Total Portfolio Value Marginal Annual Billing Rate
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First $2,000,000 1.00%
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$2,000,001 - $3,000,000 0.80%
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$3,000,001 - $4,000,000 0.60%
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$4,000,001 - $5,000,000 0.40%
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$5,000,001 - $10,000,000 0.30%
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$10,000,001 and above 0.20%
We bill quarterly (in January, April, July, and October) based on the average daily balance of the accounts under our management at Schwab over the previous three months. The annual billing rate represents the annualized fee over four quarterly billing cycles. The billing tiers are marginal meaning the first $2 million of account value is billed at an annual rate of 1% per year. The next million is billed at an annual rate of .8% and the million after that is billed at an annual rate of .6%.
Have Questions About Your Retirement? Contact Us To See How We Can Help
Our Blogs
Latest Blog & Articles
When Would You Rather Outperform?
When Would You Rather Outperform? Jonathan Swanburg May 19, 2023 Financial History, Investing...
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