TPK Advisors is a registered investment advisor offering personalized investment management services. They meet with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. TPK Advisors monitors portfolio performance and rebalances as needed. They primarily advise on equity securities, options, and US Government securities, but may advise on other investments as appropriate.
Assets Under Management$23M
Clients59
Advisors1
Avg. per Client$380K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range between 0.5% and 1.5% annually, and are negotiable depending on client circumstances. Fees may also vary among portfolio managers.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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