The Financial Team, Inc. (TFTI) offers financial planning, analysis, and consulting services, as well as referrals to third-party investment managers. TFTI emphasizes personal client contact and interaction. TFTI does not manage client assets directly but refers clients to third-party managers who do. TFTI also provides educational seminars and workshops.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
TFTI refers clients to third-party investment managers. These managers charge fees ranging from 0.25% to 2.00% of the assets they manage. TFTI receives a portion of that fee from the manager. TFTI's share is not an additional fee to the client. TFTI does not access client accounts to collect fees.
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