Assets Under Management
$1.5B
Number of Clients
409
Number of Advisors
10
Average Client AUM
$3.8M
AUM per Advisor
$153.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
TFC Financial Management provides discretionary investment management and financial planning services. Investment management clients are invested primarily in no-load mutual funds and/or ETFs, but may also be invested in individual equity and fixed income securities. Financial planning involves a comprehensive evaluation of a client’s current and future financial situation.
260 Franklin Street, Suite 1888, Boston, MA, 02110