TK2 Advisers offers portfolio management tailored to individual client goals, pension consulting services for employee benefit plans, and financial planning covering investments, insurance, taxes, retirement, college, and debt. TK2 generally advises on equities, ETFs, fixed income, insurance products, IPOs, mutual funds, REITs, and Treasury Inflation Protected/Inflation-Linked Bonds. Clients can impose restrictions on investments based on their values.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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