Tepper Capital Management

Fee-Only (% of Portfolio)Fixed/Hourly

Tepper Capital Management (TCM) is a registered investment advisor that manages investment portfolios for individuals, high net worth individuals, trusts, estates, retirement plan accounts, and pension and profit sharing plans. TCM's portfolio manager selects investments based on a client's financial condition, investment goals, risk tolerance, and other factors. TCM does not offer financial planning or tax accounting advice. Client accounts are managed individually, and investment returns may vary.

Assets Under Management$54M
Clients36
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$54M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 0.25% to 1% depending on account size, investment strategy, and investment vehicles utilized.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm