TD Capital Management, located in Memphis, TN, manages investment portfolios and provides financial planning services. TD Capital works with clients to develop a financial outline and investment plan based on their financial circumstances, goals, and risk tolerance. TD Capital manages investment portfolios on a discretionary basis, and may recommend fixed income portfolios. TD Capital also provides financial planning and consulting services on various topics.
Assets Under Management$1.2B
Clients451
Advisors9
Avg. per Client$2.8M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.40% |
Fees may be negotiated for portfolio relationships greater than $20 million, or when the aggregation of several accounts of related individuals or entities would result in lower total fees for the client(s).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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