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Jennifer Miranda

Tcp Asset Management, LLC
17 Years of Experience
Palm Springs, CA
Broker
View SEC Summary
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Jennifer Miranda is a registered investment advisor at Tcp Asset Management, LLC, based in Palm Springs, CA, with 17 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 2,221 clients with $1.2B in assets under management.

Tcp Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
2,221 clients
Average Client Portfolio
$533K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00% for all assets. Fees are generally negotiable. Additional fees apply for specific third-party models or sub-advised portfolios (e.g., 0.15% to 0.40%).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

500 South Palm Canyon Dr., Ste 204, Palm Springs, CA, 92264

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jennifer is an Executive Director and Compliance Analyst at TCP Asset Management, a DBA name for marketing purposes since May 2022. She also holds the same positions at TCP Asset Management LLC, a registered investment advisor, since July 2024.

Employment History
Current Registrations
Tcp Asset Management, LLC
April 2024 - Present · 2 yrs 6 mos
United Planners' Financial Services of America a Limited PartnerBroker
August 2009 - Present · 17 yrs 2 mos
Previous Registrations
Associated Securities CORP.Broker
April 2009 - August 2009 · 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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