TDC Capital Advisors, based in College Station, Texas, provides investment advice tailored to individual client needs. TDC meets with clients to determine their investment objectives and risk tolerance, then develops a strategy to provide ongoing investment advice. TDC monitors portfolio performance and rebalances as needed, but requires client approval before executing any transactions.
Assets Under Management$180M
Clients113
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $750K | 0.75% |
| $750K+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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