TFO Wealth Partners manages investment portfolios for individuals, families, and retirement plans. They create investment policy statements, monitor portfolios, and provide wealth management services like tax planning, retirement planning, and insurance analysis. TFO Wealth Partners may allocate assets to third-party investment managers. They also offer family office services and consulting services on various financial matters. TFO Wealth Partners does not serve as an attorney, accountant, or insurance agent.
Fee Structure
TFO Wealth Partners charges a percentage of your portfolio each year, not to exceed 1.5%. The exact fee is negotiable and depends on factors like the amount and type of your assets, the complexity of your situation, and the scope of services you need. Fees are typically billed quarterly in advance. Employees of TFO Wealth Partners and its affiliates may receive discounted fees. If a third-party investment manager is used, they will charge separate fees.