Templeton & Phillips Capital Management (TPCM) provides investment advice and manages investments for both individual and institutional clients, as well as a private fund. TPCM focuses on value investing, seeking undervalued securities. Investment strategies are tailored to client objectives, with investments primarily in stocks, preferred stocks, warrants, and derivatives.
Assets Under Management$280M
Clients31
AdvisorsN/A
Avg. per Client$9M
Avg. per AdvisorN/A
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Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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