TBCPA offers personalized financial services, acting as a single point of contact for clients' financial needs. Services include asset and portfolio management, income tax planning and preparation, and option/restricted stock planning. TBCPA aims to tailor its advisory services to meet each client's specific needs, considering their financial circumstances, investment objectives, and risk profile.
Assets Under Management$23M
Clients24
Advisors1
Avg. per Client$960K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees over $2,000,000 are variable, never in excess of 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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