Total Financial Management (TFM) provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charities, retirement plans, and businesses. TFM creates customized investment strategies based on your goals, risk tolerance, and financial situation, typically using exchange-traded funds (ETFs), individual stocks, and bonds. TFM may also provide financial planning services as part of its investment management or as a separate service.
Assets Under Management$90M
Clients184
Advisors2
Avg. per Client$490K
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees may be negotiable. Minimum annual fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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