Tadd Barraclough is a registered investment advisor at Tcm Investment Advisers, based in Citrus Heights, CA, with 12 years of industry experience. Tadd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 1 clients with $66K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TCM offers a wrap fee program with different tiers based on the amount you invest. The annual fee is calculated as a percentage of your portfolio and billed quarterly in advance. The fees are as follows:
Silver Program
- $0 - $1,999: $135
- $2,000 to $4,999: $125 plus 5.00% from $2,000-4,999
- $5,000 to $9,999: $95 plus 4.50% from $5,000-9,999
Gold Program (Minimum $10,000)
- $10,000 to $24,999: 4.00% from $10,000-24,999
- $25,000 to $49,999: 3.50% from $25,000-49,999
- $50,000 to $99,999: 3.00% from $50,000-99,999
Platinum Program (Minimum $100,000)
- $100,000 to $249,999: 2.50% from $100,000-249,999
- $250,000 to $499,999: 2.00% from $250,000-499,999
- $500,000 to $999,999: 1.50% from $500,000-999,999
- Over $1,000,000: 1.00%
Location
Citrus Heights, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tadd works for United Parcel Service as a loader-unloader and drives for Lyft. These activities take about a third of Tadd's time and nearly full-time, respectively.
Employment History
Current Registrations
Tcm Investment Advisers
Previous Registrations
Tcm Investment Advisers
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.