TCP Asset Management provides ongoing portfolio management, financial planning, pension consulting, and annuity management services. The firm builds personalized investment portfolios based on each client's goals, risk tolerance, and time horizon, utilizing individual stocks and bonds, mutual funds, exchange-traded funds, and real estate funds. TCP Asset Management also offers access to third-party model portfolios and sub-advised strategies through platforms like Orion Portfolio Solutions, SEI, Ocean Park, and Pave Investment Advisors. In addition, the firm partners with Wealth.com to offer technology-driven estate planning solutions and assists clients with annuity sub-account management. TCP Asset Management serves individuals, high-net-worth individuals, and employee benefit plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00% for all assets. Fees are generally negotiable. Additional fees apply for specific third-party models or sub-advised portfolios (e.g., 0.15% to 0.40%).