The Financial Advisors, LLC (TFA) offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. TFA uses a team approach, consulting with attorneys, accountants, and insurance agents. TFA constructs portfolios using low-cost mutual funds and ETFs, and may retain existing stock holdings. TFA also provides financial planning services on a standalone basis.
Assets Under Management$1.1B
Clients843
AdvisorsN/A
Avg. per Client$1.3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.20% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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