Timothy Charles Financial (TCF) offers investment advice to individuals, high net worth individuals, trusts, and estates. TCF manages investments using exchange-traded funds and mutual funds, and provides financial planning services such as retirement planning, education savings, and insurance needs analysis. TCF acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$98M
Clients177
Advisors1
Avg. per Client$560K
Avg. per Advisor$98M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.95% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.80% |
| $750K - $1000K | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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