TCS Financial Services offers wealth management, financial planning, and investment services. As an independent firm, TCS Financial Services is not affiliated with any Wall Street, mutual, or brokerage firm. TCS Financial Services uses a six-step approach to work with clients on both financial plans and investment management. The firm's investment approach combines low-fee index products with select opportunities to provide risk-adjusted returns.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fee schedule shown is for Class 5. Other classes (1-4) have lower rates. Individuals who reside in New York are ineligible to have a class chosen and will automatically fall in class 5 for the first 24 months after which time will be lowered to class 4. Fees and minimum account size may be negotiable on a client by client basis. Under certain circumstances, TCS will allow for a self-managed accounts offered at 0.25%.