TC Financial (TCF) customizes its advisory services and builds investment portfolios based on the client's specific needs and goals. TCF develops financial plans for investment advisory clients and uses those plans to make appropriate investments. TCF reviews a client’s financial circumstances, including assets, liabilities, and overall cash flow.
Assets Under Management$120M
Clients144
Advisors2
Avg. per Client$850K
Avg. per Advisor$61M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.63% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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