Thomas Capital Management (TCM) offers personalized investment advice and manages investment portfolios for clients. TCM considers your financial situation, goals, and risk tolerance when making investment recommendations. TCM primarily uses stocks and bonds, but may also use mutual funds and exchange-traded funds. TCM monitors portfolios and adjusts them as needed based on market conditions and client circumstances.
Assets Under Management$9.7M
Clients24
Advisors1
Avg. per Client$410K
Avg. per Advisor$9.7M
Fee Structure
Investment management only (planning not offered)
TCM charges a fee based on a percentage of the value of your investments. The annual fee ranges from 0.50% to 2.0%, depending on the size and complexity of your account and financial situation. The fee is calculated each quarter based on the value of your account at the end of the quarter.
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