TCP Asset Management offers portfolio management services based on individual client goals, objectives, and risk tolerance. They create investment policy statements and may use third-party investment advisors. TCPAM also provides pension consulting services and financial planning, including estate planning through a partnership with Wealth.com. They primarily recommend ETFs and mutual funds.
Assets Under Management$1.2B
Clients2,221
Advisors25
Avg. per Client$530K
Avg. per Advisor$47M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Additional fees apply when using TCPAM models at Orion Portfolio Solutions or SEI (0.35%) or Pave Investment Advisors Sub-Advised Portfolios (0.40%).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
25 Advisors at this firm
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