TCM serves individual investors with savings and investments for estate management and retirement planning. TCM helps clients define investment goals and objectives, providing analysis and recommendations on investment strategies, asset diversification, and sector allocation. Accounts are held at Fidelity Investments.
Assets Under Management$66K
Clients1
Advisors1
Avg. per Client$66K
Avg. per Advisor$66K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
TCM offers a wrap fee program with different tiers based on the amount you invest. The annual fee is calculated as a percentage of your portfolio and billed quarterly in advance. The fees are as follows:
Silver Program
- $0 - $1,999: $135
- $2,000 to $4,999: $125 plus 5.00% from $2,000-4,999
- $5,000 to $9,999: $95 plus 4.50% from $5,000-9,999
Gold Program (Minimum $10,000)
- $10,000 to $24,999: 4.00% from $10,000-24,999
- $25,000 to $49,999: 3.50% from $25,000-49,999
- $50,000 to $99,999: 3.00% from $50,000-99,999
Platinum Program (Minimum $100,000)
- $100,000 to $249,999: 2.50% from $100,000-249,999
- $250,000 to $499,999: 2.00% from $250,000-499,999
- $500,000 to $999,999: 1.50% from $500,000-999,999
- Over $1,000,000: 1.00%
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