T&T Capital Management offers customized investment advisory solutions through ongoing personal client contact and discretionary investment management. T&T works with each client to identify their investment goals, risk tolerance, and financial situation to create a portfolio allocation. T&T's investment strategy is primarily long-term, deep value, focused. T&T may publish periodicals and newsletters to clients and prospective clients that discuss various investment advisory topics.
Assets Under Management$190M
Clients296
Advisors5
Avg. per Client$640K
Avg. per Advisor$38M
seekingalpha.com/author/tim-travis#regular_arti... ·www.ttvalueinvesting.com ·www.ttcapitalonline.com
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees may be negotiable at the discretion of the Advisor. The Client's fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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