TM
TM

Tsemach Mishal

6 Years of Experience
Stamford, CT

Tsemach Mishal is a registered investment advisor at Tam Capital Management INC, based in Stamford, CT, with 6 years of industry experience. Tsemach operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
23 clients
Average Client Portfolio
$5.6M average
Assets Under Management
$129.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

TAM Capital Management charges 2.00% of your portfolio annually, plus 25% of net profits. This fee is for qualified investors only. The asset management fee is paid daily, and the performance-based fee is paid quarterly or annually. You can terminate the contract with five days' written notice and receive a prorated refund. Advisory fees are automatically withdrawn from your account.

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Location

Stamford, CT

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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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Employment History
Current Registrations
Tam Capital Management INC
August 2019 - Present · 6 yrs 9 mos
State Registrations1 state
CT
Advisor

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.