TIAA Kaspick offers investment management and gift administration services, primarily to charitable organizations and their planned giving programs. They invest client assets in mutual funds managed by third parties or TIAA affiliates. While they historically served individuals, this is now limited to legacy clients. TIAA Kaspick aims to protect portfolios against economic extremes and leverage low correlations among asset types.
Assets Under Management$8.5B
Clients155
AdvisorsN/A
Avg. per Client$55M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.50% |
Fees may be negotiable. Sub-accounts invested in 100% tax-exempt bonds or an income orientation are charged a lower management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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