TSL Investment Management offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. TSL creates an Investment Policy Statement for each client to help select a suitable portfolio. TSL may request authority to make trades without asking first. TSL invests in mutual funds, equities, bonds, and other securities.
Assets Under Management$36M
Clients18
Advisors1
Avg. per Client$2M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 1.10% |
| $20M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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