TIAA-CREF Tuition Financing (TFI) provides program management services, including investment recommendations, to state entities that establish and maintain 529 college savings plans and trust accounts. TFI recommends investment portfolios and underlying investment options, tailoring advice to each state's investment policy. TFI does not manage investments directly, as the states retain full investment authority.
Assets Under Management$61B
Clients8
AdvisorsN/A
Avg. per Client$7.6B
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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