Trachtenberg Capital Management (TCM) offers investment management services tailored to individual client needs, risk tolerance, and objectives. TCM's clients include individuals, pension and profit sharing plans, trusts, institutional and corporate clients. Clients sign an agreement outlining the terms of TCM's services. TCM uses various analysis methods and invests in equities, bonds, ETFs, and mutual funds.
Assets Under Management$49M
Clients62
Advisors1
Avg. per Client$790K
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum fee is 1.5% of the value of your portfolio. Fee schedule is based on a number of factors, including size of account, type of investments and services requested by clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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