Trumbower Financial Advisors (TFA) provides financial planning and tax compliance services. TFA uses a five-step investment advisory process, starting with understanding client objectives and developing a financial plan. TFA can manage client assets in brokerage accounts or refer clients to other advisors. TFA also offers in-depth analysis of investment opportunities offered by third parties.
Assets Under Management$2B
Clients246
Advisors6
Avg. per Client$8.1M
Avg. per Advisor$330M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees may be negotiated. The percentage applicable to implementation of a CFI ladder will not, generally, exceed 0.30% - as long as total assets under management within a household are valued at $1 million or more.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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