Floyd Financial Services (TFC) offers investment advice and financial planning to individuals and businesses. For investment management, TFC creates a portfolio strategy based on your goals, risk tolerance, and financial situation, primarily using mutual funds and exchange-traded funds. TFC also offers financial planning services covering areas like retirement, savings, and education.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.90% |
Fees negotiable for accounts over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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