TKC Wealth Management provides investment portfolio management services for individuals, small businesses, institutional clients, and pension consulting. TKC tailors its advisory services to the individual needs of its clients. The firm may recommend third-party providers, including affiliated entities, which may offer products and services to complete a client’s financial profile. TKC's clients are under no obligation to purchase or sell such product.
Assets Under Management$120M
Clients147
Advisors5
Avg. per Client$830K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The fee schedule above applies to assets held at Charles Schwab & Co., Inc. For assets not held at Charles Schwab & Co., Inc., a flat 1.00% fee applies to all asset levels. Fees are negotiable at the firm's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...