T/R Financial Management Group offers investment management and financial planning services to individuals and trusts. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, education funding, and retirement planning. T/R is a fee-only firm and does not sell commissioned products. Clients maintain asset control, and T/R places trades under a limited power of attorney.
Assets Under Management$24M
Clients74
Advisors2
Avg. per Client$320K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.25% |
These are maximum fees, and fees are negotiable. Some clients pay one- or two-tiered fees as opposed to the three-tiers presented above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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