Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee varies between 0.50% and 1.50%, depending upon the market value of the assets under management and the type of investment management services to be rendered. TFS, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Location
5666 Seminole Blvd, Suite 146, Seminole, FL, 33772
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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
Jill works as an office manager at Targeted Financial Services, LLC, providing client services and general office duties. This activity is investment-related and takes nearly all of Jill's time.
Employment History
Current Registrations
Targeted Financial Services, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
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.