T.K.M. Financial Services provides financial planning and investment advice to individuals, high-net-worth individuals, business owners, and charitable organizations. They create customized financial plans covering various aspects of a client's finances, including retirement, investments, education, and estate planning. They also manage investment portfolios based on client goals and risk tolerance. T.K.M. Financial Services does not have a minimum fee.
Assets Under Management$28M
Clients62
Advisors1
Avg. per Client$460K
Avg. per Advisor$28M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.65% |
Fees are negotiable for accounts over $3,000,000. Related accounts may be combined to reach breakpoints in the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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