TKC Wealth Management manages investment portfolios for individuals, high-net-worth clients, small businesses, and retirement plans. The firm builds customized portfolios using equities, fixed income, options, real estate, private placements, and mutual funds. TKC Wealth Management designs portfolios to match various risk profiles, ranging from conservative to growth-oriented strategies. The firm also coordinates with third-party professionals for insurance and estate planning needs, though clients are under no obligation to use affiliated providers.
Assets Under Management$60M
Clients38
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$30M
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% |
Rates shown apply when accounts are held at Charles Schwab & Co., Inc. For accounts held at other custodians, the fee is a flat 1.00% across all tiers. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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