Tax & Financial Management (TFM) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. TFM creates an Investment Policy Statement for each client. TFM primarily recommends equities, but may also use mutual funds, insurance products including annuities, and ETFs. TFM seeks discretionary authority to make trades without prior client permission. TFM does not participate in wrap fee programs.
Assets Under Management$30M
Clients25
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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