Total Financial Planning (TFP) provides ongoing portfolio management based on your goals, timeline, and risk tolerance. TFP creates a plan outlining your financial situation. TFP also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. TFP generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.
Assets Under Management$1.9M
Clients8
Advisors1
Avg. per Client$240K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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