Towson Financial Advisors (TFA) offers investment management based on your goals, timeline, and risk tolerance. TFA creates a plan for each client, outlining their financial situation. TFA also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. TFA generally advises on mutual funds, fixed income, insurance products, stocks, ETFs, and non-U.S. securities.
Assets Under Management$26M
Clients38
Advisors1
Avg. per Client$680K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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