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diversification","Investing strategy",{"_uid":1126,"text":1127,"title":1211,"component":1040},"f689ea3c-71c7-4c6c-bde3-02a5a58c2467",{"type":15,"content":1128},[1129],{"type":876,"content":1130},[1131,1147,1163,1179,1195],{"type":879,"content":1132},[1133],{"type":18,"attrs":1134,"content":1135},{"textAlign":34},[1136,1142],{"text":1137,"type":22,"marks":1138},"Advisor-led personalized strategy: ",[1139,1141],{"type":129,"attrs":1140},{"color":773},{"type":38},{"text":1143,"type":22,"marks":1144},"Tolleson’s advisory teams design and manage portfolios based on each client’s goals, risk tolerance, and investment guidelines.",[1145],{"type":129,"attrs":1146},{"color":773},{"type":879,"content":1148},[1149],{"type":18,"attrs":1150,"content":1151},{"textAlign":34},[1152,1158],{"text":1153,"type":22,"marks":1154},"Comprehensive family office services: ",[1155,1157],{"type":129,"attrs":1156},{"color":773},{"type":38},{"text":1159,"type":22,"marks":1160},"The firm offers a wide range of in-house capabilities and advisory functions for complex financial households.",[1161],{"type":129,"attrs":1162},{"color":773},{"type":879,"content":1164},[1165],{"type":18,"attrs":1166,"content":1167},{"textAlign":34},[1168,1174],{"text":1169,"type":22,"marks":1170},"Access to Tolleson-managed private investment funds: ",[1171,1173],{"type":129,"attrs":1172},{"color":773},{"type":38},{"text":1175,"type":22,"marks":1176},"Eligible clients may invest in Tolleson’s affiliated private funds, which allocate to multiple asset classes and third-party managers to support diversified long-term strategies.",[1177],{"type":129,"attrs":1178},{"color":773},{"type":879,"content":1180},[1181],{"type":18,"attrs":1182,"content":1183},{"textAlign":34},[1184,1190],{"text":1185,"type":22,"marks":1186},"Optional discretionary fixed-income management: ",[1187,1189],{"type":129,"attrs":1188},{"color":773},{"type":38},{"text":1191,"type":22,"marks":1192},"Clients can elect fully discretionary bond portfolio management, allowing Tolleson to implement and adjust fixed-income strategies directly within agreed investment policies.",[1193],{"type":129,"attrs":1194},{"color":773},{"type":879,"content":1196},[1197],{"type":18,"attrs":1198,"content":1199},{"textAlign":34},[1200,1206],{"text":1201,"type":22,"marks":1202},"Consolidated reporting and account oversight: ",[1203,1205],{"type":129,"attrs":1204},{"color":773},{"type":38},{"text":1207,"type":22,"marks":1208},"Tolleson provides consolidated performance reports and assists clients in interpreting statements across custodians and accounts, helping organize and monitor multilayered financial structures.",[1209],{"type":129,"attrs":1210},{"color":773},"Pros ",{"_uid":1213,"text":1214,"title":1283,"component":1040},"846589e2-8e3b-46ef-9c95-a22a220c5645",{"type":15,"content":1215},[1216],{"type":876,"content":1217},[1218,1251,1267],{"type":879,"content":1219},[1220],{"type":18,"attrs":1221,"content":1222},{"textAlign":34},[1223,1229,1234,1246],{"text":1224,"type":22,"marks":1225},"High account minimum requirement: ",[1226,1228],{"type":129,"attrs":1227},{"color":773},{"type":38},{"text":1230,"type":22,"marks":1231},"Tolleson generally requires a ",[1232],{"type":129,"attrs":1233},{"color":773},{"text":1235,"type":22,"marks":1236},"$20 million",[1237,1241,1244],{"type":31,"attrs":1238},{"href":1239,"uuid":1240,"anchor":34,"target":1240,"linktype":36},"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=983532","null",{"type":129,"attrs":1242},{"color":1243},"#1155CC",{"type":1245},"underline",{"text":1247,"type":22,"marks":1248}," minimum for advisory relationships. This makes the service accessible only to ultra-high-net-worth households.",[1249],{"type":129,"attrs":1250},{"color":773},{"type":879,"content":1252},[1253],{"type":18,"attrs":1254,"content":1255},{"textAlign":34},[1256,1262],{"text":1257,"type":22,"marks":1258},"No automated investing tools or digital self-service platform: ",[1259,1261],{"type":129,"attrs":1260},{"color":773},{"type":38},{"text":1263,"type":22,"marks":1264},"The official website does not offer robo-advisor features, automated portfolio tools, goal-tracking dashboards, or a dedicated investing mobile app. All investment management is delivered exclusively through human advisors.",[1265],{"type":129,"attrs":1266},{"color":773},{"type":879,"content":1268},[1269],{"type":18,"attrs":1270,"content":1271},{"textAlign":34},[1272,1278],{"text":1273,"type":22,"marks":1274},"Additional layers of underlying costs: ",[1275,1277],{"type":129,"attrs":1276},{"color":773},{"type":38},{"text":1279,"type":22,"marks":1280},"Beyond Tolleson’s advisory fee, clients pay extra expenses for custodians, brokers, third-party managers, pooled vehicles, and Tolleson-managed private funds.",[1281],{"type":129,"attrs":1282},{"color":773},"Cons ",{"_uid":1285,"text":1286,"title":1366,"component":1040},"d374086d-3e1b-41e3-97a7-1bd043cf1904",{"type":15,"content":1287},[1288],{"type":876,"content":1289},[1290,1301,1312,1323,1334,1345,1355],{"type":879,"content":1291},[1292],{"type":18,"attrs":1293,"content":1294},{"textAlign":34},[1295,1299],{"text":1296,"type":22,"marks":1297},"Multi-family office model",[1298],{"type":38},{"text":1300,"type":22}," – provides a full, 'all-in-one' wealth management service for affluent families",{"type":879,"content":1302},[1303],{"type":18,"attrs":1304,"content":1305},{"textAlign":34},[1306,1310],{"text":1307,"type":22,"marks":1308},"Ultra-high-net-worth focus",[1309],{"type":38},{"text":1311,"type":22}," – primarily serves very wealthy clients (typically $20M+ minimum)",{"type":879,"content":1313},[1314],{"type":18,"attrs":1315,"content":1316},{"textAlign":34},[1317,1321],{"text":1318,"type":22,"marks":1319},"Highly personalised, advisor-led service",[1320],{"type":38},{"text":1322,"type":22}," – dedicated advisor teams deliver ongoing, hands-on support",{"type":879,"content":1324},[1325],{"type":18,"attrs":1326,"content":1327},{"textAlign":34},[1328,1332],{"text":1329,"type":22,"marks":1330},"Comprehensive in-house services",[1331],{"type":38},{"text":1333,"type":22}," – includes investment management, tax, estate planning, philanthropy, and private banking",{"type":879,"content":1335},[1336],{"type":18,"attrs":1337,"content":1338},{"textAlign":34},[1339,1343],{"text":1340,"type":22,"marks":1341},"Integrated reporting and oversight",[1342],{"type":38},{"text":1344,"type":22}," – consolidated reporting and regular portfolio reviews for full financial visibility",{"type":879,"content":1346},[1347],{"type":18,"attrs":1348,"content":1349},{"textAlign":34},[1350,1353],{"text":1119,"type":22,"marks":1351},[1352],{"type":38},{"text":1354,"type":22}," – includes proprietary and third-party investment opportunities",{"type":879,"content":1356},[1357],{"type":18,"attrs":1358,"content":1359},{"textAlign":34},[1360,1364],{"text":1361,"type":22,"marks":1362},"Limited digital focus",[1363],{"type":38},{"text":1365,"type":22}," – relies more on human advisors than digital tools or self-service platforms","What are the key features of Tolleson Wealth Management:?",{"id":1368,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1369,"copyright":12,"fieldtype":1370,"meta_data":1371,"is_external_url":543},123131539289060,"https://a.storyblok.com/f/185166/1000x487/46f62c4d73/tolleson-wealth-management-review.png","asset",{},"Tolleson Wealth Management ","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","Match with an advisor ","company-summary-box","Tolleson Wealth Management is a Dallas-based firm that provides investment management and advisory services to ultra-high-net-worth families. ","Not sure if Tolleson Wealth Management suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1379,"data":1380,"component":799},"ad345827-3284-4106-889a-2ffabc84cd4b",{"type":15,"content":1381},[1382,1391,1399,1407,1416,1488,1496,1551,1560,1568,1576,1584],{"type":764,"attrs":1383,"content":1384},{"level":766,"textAlign":34},[1385],{"text":1386,"type":22,"marks":1387},"What are the pros and cons of Tolleson Wealth Management?",[1388,1390],{"type":129,"attrs":1389},{"color":773},{"type":38},{"type":18,"attrs":1392,"content":1393},{"textAlign":34},[1394],{"text":1395,"type":22,"marks":1396},"Tolleson Wealth Management provides a high-touch, advisor-led model that integrates portfolio management, family office services, and long-term planning support.",[1397],{"type":129,"attrs":1398},{"color":773},{"type":18,"attrs":1400,"content":1401},{"textAlign":34},[1402],{"text":1403,"type":22,"marks":1404},"Here is a breakdown of the firm's strengths and weaknesses. ",[1405],{"type":129,"attrs":1406},{"color":773},{"type":764,"attrs":1408,"content":1410},{"level":1409,"textAlign":34},3,[1411],{"text":1412,"type":22,"marks":1413},"Pros of Tolleson Wealth Management:",[1414],{"type":129,"attrs":1415},{"color":773},{"type":876,"content":1417},[1418,1432,1446,1460,1474],{"type":879,"content":1419},[1420],{"type":18,"attrs":1421,"content":1422},{"textAlign":34},[1423,1428],{"text":1137,"type":22,"marks":1424},[1425,1427],{"type":129,"attrs":1426},{"color":773},{"type":38},{"text":1143,"type":22,"marks":1429},[1430],{"type":129,"attrs":1431},{"color":773},{"type":879,"content":1433},[1434],{"type":18,"attrs":1435,"content":1436},{"textAlign":34},[1437,1442],{"text":1153,"type":22,"marks":1438},[1439,1441],{"type":129,"attrs":1440},{"color":773},{"type":38},{"text":1159,"type":22,"marks":1443},[1444],{"type":129,"attrs":1445},{"color":773},{"type":879,"content":1447},[1448],{"type":18,"attrs":1449,"content":1450},{"textAlign":34},[1451,1456],{"text":1169,"type":22,"marks":1452},[1453,1455],{"type":129,"attrs":1454},{"color":773},{"type":38},{"text":1175,"type":22,"marks":1457},[1458],{"type":129,"attrs":1459},{"color":773},{"type":879,"content":1461},[1462],{"type":18,"attrs":1463,"content":1464},{"textAlign":34},[1465,1470],{"text":1185,"type":22,"marks":1466},[1467,1469],{"type":129,"attrs":1468},{"color":773},{"type":38},{"text":1191,"type":22,"marks":1471},[1472],{"type":129,"attrs":1473},{"color":773},{"type":879,"content":1475},[1476],{"type":18,"attrs":1477,"content":1478},{"textAlign":34},[1479,1484],{"text":1201,"type":22,"marks":1480},[1481,1483],{"type":129,"attrs":1482},{"color":773},{"type":38},{"text":1207,"type":22,"marks":1485},[1486],{"type":129,"attrs":1487},{"color":773},{"type":764,"attrs":1489,"content":1490},{"level":1409,"textAlign":34},[1491],{"text":1492,"type":22,"marks":1493},"Cons of Tolleson Wealth Management:",[1494],{"type":129,"attrs":1495},{"color":773},{"type":876,"content":1497},[1498,1523,1537],{"type":879,"content":1499},[1500],{"type":18,"attrs":1501,"content":1502},{"textAlign":34},[1503,1508,1512,1519],{"text":1224,"type":22,"marks":1504},[1505,1507],{"type":129,"attrs":1506},{"color":773},{"type":38},{"text":1230,"type":22,"marks":1509},[1510],{"type":129,"attrs":1511},{"color":773},{"text":1235,"type":22,"marks":1513},[1514,1516,1518],{"type":31,"attrs":1515},{"href":1239,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1517},{"color":1243},{"type":1245},{"text":1247,"type":22,"marks":1520},[1521],{"type":129,"attrs":1522},{"color":773},{"type":879,"content":1524},[1525],{"type":18,"attrs":1526,"content":1527},{"textAlign":34},[1528,1533],{"text":1257,"type":22,"marks":1529},[1530,1532],{"type":129,"attrs":1531},{"color":773},{"type":38},{"text":1263,"type":22,"marks":1534},[1535],{"type":129,"attrs":1536},{"color":773},{"type":879,"content":1538},[1539],{"type":18,"attrs":1540,"content":1541},{"textAlign":34},[1542,1547],{"text":1273,"type":22,"marks":1543},[1544,1546],{"type":129,"attrs":1545},{"color":773},{"type":38},{"text":1279,"type":22,"marks":1548},[1549],{"type":129,"attrs":1550},{"color":773},{"type":764,"attrs":1552,"content":1553},{"level":766,"textAlign":34},[1554],{"text":1555,"type":22,"marks":1556},"Tolleson Wealth Management fees: How much does Tolleson Wealth Management cost?",[1557,1559],{"type":129,"attrs":1558},{"color":773},{"type":38},{"type":18,"attrs":1561,"content":1562},{"textAlign":34},[1563],{"text":1564,"type":22,"marks":1565},"Tolleson Wealth Management does not publish a single standard fee. Clients typically pay an asset-based advisory fee ranging from 0.40% to 1.00% per year, with an additional 0.20% annual fee for discretionary fixed-income portfolio management, depending on the services selected and the complexity of the client relationship.",[1566],{"type":129,"attrs":1567},{"color":773},{"type":18,"attrs":1569,"content":1570},{"textAlign":34},[1571],{"text":1572,"type":22,"marks":1573},"Its fees are customized based on client assets, financial complexity, and the terms agreed in each advisory contract. Clients who invest in Tolleson-managed private funds also incur separate fund-level advisory, administrative, and operating expenses.",[1574],{"type":129,"attrs":1575},{"color":773},{"type":18,"attrs":1577,"content":1578},{"textAlign":34},[1579],{"text":1580,"type":22,"marks":1581},"Below is a breakdown of Tolleson’s core advisory fees, fund-level costs, and other expenses clients may incur:",[1582],{"type":129,"attrs":1583},{"color":773},{"type":764,"attrs":1585,"content":1586},{"level":1409,"textAlign":34},[1587],{"text":1588,"type":22,"marks":1589},"Financial advisory services:",[1590],{"type":129,"attrs":1591},{"color":773},{"_uid":1593,"caption":12,"content":1594,"component":1612,"show_search":543,"paste_content":1613,"number_of_rows":1630,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"7224ac5d-fd4f-4c0d-99a2-4c91fdf289ff",{"tbody":1595,"thead":1605,"fieldtype":1611},[1596],{"_uid":1597,"body":1598,"component":1604},"ea42fb2b-61e4-42fe-b0c2-7fd621c31126",[1599,1602],{"_uid":1600,"value":12,"component":1601},"8c9e1e35-b275-4e7b-9017-8c7fece5e585","_table_col",{"_uid":1603,"value":12,"component":1601},"654d2700-6ad8-43fc-829d-bc0c3c544979","_table_row",[1606,1609],{"_uid":1607,"value":12,"component":1608},"04805e2f-48a1-4680-be09-0c599fae4384","_table_head",{"_uid":1610,"value":12,"component":1608},"eb8ee3c4-da61-4c85-8e87-a0917521c817","table","article-table",{"type":15,"content":1614},[1615,1620,1625],{"type":18,"attrs":1616,"content":1617},{"textAlign":34},[1618],{"text":1619,"type":22},"Type of services\tBasic fees\tBilling method",{"type":18,"attrs":1621,"content":1622},{"textAlign":34},[1623],{"text":1624,"type":22},"Financial advisory services\t0.40% – 1.00% per year of client assets under management OR an agreed annual fixed fee\tMonthly or quarterly",{"type":18,"attrs":1626,"content":1627},{"textAlign":34},[1628],{"text":1629,"type":22},"Discretionary fixed income portfolio management\t0.20% per year of client assets under management\tMonthly or quarterly","10",{"_uid":1632,"data":1633,"component":799},"e42c981a-1e4e-4533-9e52-4e764b8933d5",{"type":15,"content":1634},[1635,1643,1651,1659,1709,1717,1725,1733,1785,1794,1802,1822,1830,1838,1847,1855,1863,1935,1943,2009,2018,2026,2034,2042,2050,2058,2066,2075,2083,2091,2099,2107,2116,2124,2132,2141,2149,2157,2165,2173,2181,2189,2310,2319,2341],{"type":18,"attrs":1636,"content":1637},{"textAlign":34},[1638],{"text":1639,"type":22,"marks":1640},"Fees are negotiable, and Tolleson may adjust pricing based on client net worth, relationship size, number of services required, and financial complexity.",[1641],{"type":129,"attrs":1642},{"color":773},{"type":764,"attrs":1644,"content":1645},{"level":1409,"textAlign":34},[1646],{"text":1647,"type":22,"marks":1648},"Fund-level fees for Tolleson private funds:",[1649],{"type":129,"attrs":1650},{"color":773},{"type":18,"attrs":1652,"content":1653},{"textAlign":34},[1654],{"text":1655,"type":22,"marks":1656},"Clients who invest in Tolleson-managed private funds pay additional costs at the fund level that are separate from Tolleson’s advisory fees.",[1657],{"type":129,"attrs":1658},{"color":773},{"type":876,"content":1660},[1661,1677,1693],{"type":879,"content":1662},[1663],{"type":18,"attrs":1664,"content":1665},{"textAlign":34},[1666,1672],{"text":1667,"type":22,"marks":1668},"Asset-based advisory fees: ",[1669,1671],{"type":129,"attrs":1670},{"color":773},{"type":38},{"text":1673,"type":22,"marks":1674},"If Tolleson directly manages a portion of a Fund’s portfolio, the Fund pays an asset-based advisory fee for that management.",[1675],{"type":129,"attrs":1676},{"color":773},{"type":879,"content":1678},[1679],{"type":18,"attrs":1680,"content":1681},{"textAlign":34},[1682,1688],{"text":1683,"type":22,"marks":1684},"Administrative fee (fund-level): ",[1685,1687],{"type":129,"attrs":1686},{"color":773},{"type":38},{"text":1689,"type":22,"marks":1690},"Each fund pays Tolleson an administrative fee of 0.30% per year, billed monthly in arrears, unless a different rate is specified in the Fund’s governing documents.",[1691],{"type":129,"attrs":1692},{"color":773},{"type":879,"content":1694},[1695],{"type":18,"attrs":1696,"content":1697},{"textAlign":34},[1698,1704],{"text":1699,"type":22,"marks":1700},"Fund operating expenses: ",[1701,1703],{"type":129,"attrs":1702},{"color":773},{"type":38},{"text":1705,"type":22,"marks":1706},"Funds also bear operating expenses such as legal and audit fees, custodial and brokerage costs, tax preparation for the fund, fees charged by third-party service providers.",[1707],{"type":129,"attrs":1708},{"color":773},{"type":18,"attrs":1710,"content":1711},{"textAlign":34},[1712],{"text":1713,"type":22,"marks":1714},"These costs are allocated proportionally to fund investors.",[1715],{"type":129,"attrs":1716},{"color":773},{"type":764,"attrs":1718,"content":1719},{"level":1409,"textAlign":34},[1720],{"text":1721,"type":22,"marks":1722},"Other expenses borne by advisory clients:",[1723],{"type":129,"attrs":1724},{"color":773},{"type":18,"attrs":1726,"content":1727},{"textAlign":34},[1728],{"text":1729,"type":22,"marks":1730},"In addition to Tolleson’s fees, clients are responsible for external costs charged by third parties, including:",[1731],{"type":129,"attrs":1732},{"color":773},{"type":876,"content":1734},[1735,1745,1755,1765,1775],{"type":879,"content":1736},[1737],{"type":18,"attrs":1738,"content":1739},{"textAlign":34},[1740],{"text":1741,"type":22,"marks":1742},"Custodians",[1743],{"type":129,"attrs":1744},{"color":773},{"type":879,"content":1746},[1747],{"type":18,"attrs":1748,"content":1749},{"textAlign":34},[1750],{"text":1751,"type":22,"marks":1752},"Brokers",[1753],{"type":129,"attrs":1754},{"color":773},{"type":879,"content":1756},[1757],{"type":18,"attrs":1758,"content":1759},{"textAlign":34},[1760],{"text":1761,"type":22,"marks":1762},"Mutual funds / ETFs",[1763],{"type":129,"attrs":1764},{"color":773},{"type":879,"content":1766},[1767],{"type":18,"attrs":1768,"content":1769},{"textAlign":34},[1770],{"text":1771,"type":22,"marks":1772},"Outside managers and third-party sub-advisors",[1773],{"type":129,"attrs":1774},{"color":773},{"type":879,"content":1776},[1777],{"type":18,"attrs":1778,"content":1779},{"textAlign":34},[1780],{"text":1781,"type":22,"marks":1782},"Private funds and pooled investment vehicles",[1783],{"type":129,"attrs":1784},{"color":773},{"type":764,"attrs":1786,"content":1787},{"level":766,"textAlign":34},[1788],{"text":1789,"type":22,"marks":1790},"What is Tolleson Wealth Management’s minimum account size?",[1791,1793],{"type":129,"attrs":1792},{"color":773},{"type":38},{"type":18,"attrs":1795,"content":1796},{"textAlign":34},[1797],{"text":1798,"type":22,"marks":1799},"Tolleson Wealth Management has a significantly higher entry requirement than most advisory platforms. ",[1800],{"type":129,"attrs":1801},{"color":773},{"type":18,"attrs":1803,"content":1804},{"textAlign":34},[1805,1810,1817],{"text":1806,"type":22,"marks":1807},"According to its Form ADV, the firm generally requires a minimum of 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This structure emphasizes ongoing personal communication rather than self-service digital channels.",[2081],{"type":129,"attrs":2082},{"color":773},{"type":18,"attrs":2084,"content":2085},{"textAlign":34},[2086],{"text":2087,"type":22,"marks":2088},"Most day-to-day interaction occurs through a client’s assigned advisor team. 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",[2347,2349],{"type":129,"attrs":2348},{"color":773},{"type":2350},"italic",{"_uid":2352,"component":2353,"accordions":2354},"36510528-0c96-466f-8522-821fb166cfe1","app-accordion-group",[2355,2443,2458],{"_uid":2356,"text":2357,"title":2441,"component":2442},"2c6860b1-d74f-449a-a923-ea3c0c14b693",{"type":15,"content":2358},[2359],{"type":876,"content":2360},[2361,2378,2388,2399,2409,2420,2430],{"type":879,"content":2362},[2363],{"type":18,"attrs":2364,"content":2365},{"textAlign":34},[2366,2370,2372,2376],{"text":2367,"type":22,"marks":2368},"Family office model",[2369],{"type":38},{"text":2371,"type":22}," – operates as a ",{"text":2373,"type":22,"marks":2374},"multi-family office",[2375],{"type":38},{"text":2377,"type":22},", offering highly personalised, “all-in-one” wealth services.",{"type":879,"content":2379},[2380],{"type":18,"attrs":2381,"content":2382},{"textAlign":34},[2383,2386],{"text":1307,"type":22,"marks":2384},[2385],{"type":38},{"text":2387,"type":22}," – primarily serves very wealthy individuals and families (typically $20M+ minimum).",{"type":879,"content":2389},[2390],{"type":18,"attrs":2391,"content":2392},{"textAlign":34},[2393,2397],{"text":2394,"type":22,"marks":2395},"Advisor-led, high-touch service",[2396],{"type":38},{"text":2398,"type":22}," – dedicated teams manage portfolios and provide ongoing, hands-on support.",{"type":879,"content":2400},[2401],{"type":18,"attrs":2402,"content":2403},{"textAlign":34},[2404,2407],{"text":1329,"type":22,"marks":2405},[2406],{"type":38},{"text":2408,"type":22}," – includes investment management, tax planning, estate support, philanthropy, bookkeeping, and cash-flow oversight.",{"type":879,"content":2410},[2411],{"type":18,"attrs":2412,"content":2413},{"textAlign":34},[2414,2418],{"text":2415,"type":22,"marks":2416},"Access to private investment funds",[2417],{"type":38},{"text":2419,"type":22}," – clients can invest in Tolleson-managed private funds and third-party 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2000, the firm works closely with clients to define goals, set risk parameters, and coordinate long-term financial planning.",[2455],{"type":129,"attrs":2456},{"color":773},"Is Tolleson Wealth Management legit?",{"_uid":2459,"text":2460,"title":2470,"component":2442},"4df73118-a3eb-4599-99cc-870df8c46c26",{"type":15,"content":2461},[2462],{"type":18,"attrs":2463,"content":2464},{"textAlign":34},[2465],{"text":2466,"type":22,"marks":2467},"Yes, Tolleson Wealth Management operates as a fiduciary. 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for.",{"name":2541,"created_at":2542,"published_at":2543,"updated_at":2544,"id":2545,"uuid":2546,"content":2547,"slug":2555,"full_slug":2556,"sort_by_date":34,"position":2504,"tag_list":2557,"is_startpage":543,"parent_id":2506,"meta_data":34,"group_id":2558,"first_published_at":2508,"release_id":34,"lang":730,"path":34,"alternates":2559,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":2548,"_uid":2495,"name":2541,"image":2549,"component":2500,"education":2552,"expertise":2553,"description":2554},"Senior Content Writer",{"id":2550,"alt":12,"name":12,"focus":12,"title":12,"filename":2551,"copyright":12,"fieldtype":1370,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This review examines what Tolleson Wealth Management does, how its services work, and the pros, cons, and costs of working with the firm.",[],"tolleson-wealth-management-review","discover/financial-advice/tolleson-wealth-management-review",-5080,[],365590167,"76c36b43-203f-4000-b1fc-8eb37be2ecf5","2025-12-18T10:06:00.993Z",[],{"left":727,"top":727,"width":2574,"height":2574,"rotate":727,"vFlip":543,"hFlip":543,"body":2575},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2577},"\u003Cpath fill=\"currentColor\" d=\"m184.49 136.49l-80 80a12 12 0 0 1-17-17L159 128L87.51 56.49a12 12 0 1 1 17-17l80 80a12 12 0 0 1-.02 17\"/>",[2579,2582,2583],{"title":2580,"exact":558,"href":2581},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":2584,"disabled":558},"/discover/financial-advice/tolleson-wealth-management-review",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2586},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1776934448893]