The Financial Advisors (TFA), led by Frank Lin, offers investment management services, tax planning, and tax preparation. TFA employs a growth investment approach, investing in U.S. government bonds, options, mutual funds, exchange traded funds (ETFs), and individual equity securities. Investment management is tailored to individual client needs. Frank Lin is also a certified public accountant, real estate broker, and life insurance broker, but clients are not required to use these additional services.
Fee Structure
For clients who are not considered "qualified", TFA charges between 1.5% and 2% of the value of your portfolio per year, billed quarterly. For "qualified" clients, TFA charges between 1% and 1.5% of the value of your portfolio per year, billed quarterly, plus a performance fee between 12.5% and 20% of the increase in your account value during the year, billed annually. These fees are not negotiable.