TLP Financial Services offers customized investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. The firm builds portfolios using mutual funds, exchange-traded funds, individual bonds, and independent managers, focusing primarily on long-term strategies tailored to each client's goals and risk tolerance. In addition to portfolio management, TLP Financial Services provides comprehensive financial planning covering retirement, estate, tax, and education needs, and includes tax preparation services for clients with investment management relationships. The firm operates as a fiduciary, legally required to act in your best interest, and generally does not enforce a minimum account size.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.65% |
| $4M+ | 0.40% |
Fees may be negotiable at the sole discretion of the advisor. Aggregate assets with the advisor are taken into consideration.