Jennifer Miranda is a registered investment advisor at Tcp Asset Management, LLC, based in Palm Springs, CA, with 16 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,221 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Additional fees apply when using TCPAM models at Orion Portfolio Solutions or SEI (0.35%) or Pave Investment Advisors Sub-Advised Portfolios (0.40%).
Fee Estimator
Location
500 South Palm Canyon Dr., Ste 204, Palm Springs, CA, 92264
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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
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
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Associated Securities CORP.Broker
State Registrations1 state
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