T2 Asset Management is an independent registered investment advisor that provides investment management, wealth planning, and business advisory services. T2 Asset Management creates customized portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds, tailored to each client's specific risk tolerance and goals. The firm offers four core investment strategies ranging from capital preservation to aggressive growth. In addition to portfolio management, T2 Asset Management provides wealth planning services such as retirement planning, net worth analysis, education planning, and charitable giving, as well as business advisory and consultative services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on the size, complexity, and composition of the account, generally not to exceed 2.0% annually.