TCI Wealth Advisors provides discretionary and non-discretionary investment management and financial planning services. The firm builds diversified portfolios using institutional mutual funds and exchange-traded funds, following a low-cost, index-based asset allocation approach focused on long-term wealth building. Financial planning and consulting services—covering retirement, estate planning, and insurance—are generally included as part of the investment management relationship, or can be hired separately. TCI Wealth Advisors also provides retirement plan consulting services for employer-sponsored plans. The firm serves individuals, high-net-worth families, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
New clients with $2 million or more pay a $12,000 annual retainer plus the tiered percentage rates shown above. Legacy clients follow a separate tiered schedule (1.00% up to $2M, 0.75% for the next $3M, and 0.50% over $5M). Fees are negotiable.
