TFS Advisors offers investment management, financial planning, and tax preparation services. Investment management is offered on both a discretionary and non-discretionary basis, using mutual funds, exchange traded funds, stocks, bonds, and other securities. Financial planning covers retirement, education, cash flow, debt reduction, estate planning, insurance, tax planning, and charitable giving. Tax preparation and filing services are also available through personnel qualified as Enrolled Agents.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.0M | 1.35% |
| $2.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
Fees are negotiable for amounts above $10,000,000. If a client’s assets under management on the last business day of a calendar quarter are more than $500,000, the first asset-based fee percentage will be 1.65% instead of 2.00% in respect of the immediately subsequent calendar quarter.