Treasure Coast Financial Planning (TCFP) provides wealth management services, including investment management and financial planning, primarily on a discretionary basis. TCFP aims to eliminate conflicts of interest and does not have affiliated entities or proprietary products. Services include assessing client goals, financial situations, risk tolerance, and time horizons, followed by asset allocation and investment selection. TCFP also offers consulting services for retirement plans and tax-related services. Educational seminars are provided at no charge.
Assets Under Management$210M
Clients263
Advisors5
Avg. per Client$790K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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