TFC Financial Management provides personalized investment management and financial planning services. The firm primarily designs, constructs, and manages globally diversified portfolios using mutual funds and exchange-traded funds, guided by a written Investment Policy Statement tailored to each client's goals, time horizon, and risk tolerance. In addition to managing investments, TFC Financial Management offers comprehensive and goal-specific financial planning covering personal finances, taxes, cash flow, retirement, insurance, death and disability, and estate planning. The firm works primarily with high net worth individuals, families, and non-profit organizations, using an open-architecture approach and periodic portfolio monitoring.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees generally range from 0.50% to 1.00% of assets under management. Fees are negotiable for accounts over $5 million.