Tina Smith, The Financial T, LLC (TFT) provides investment management and financial consulting services to individuals. TFT manages investment portfolios based on clients' individual needs and goals. Financial consulting covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. TFT primarily uses passive investment management strategies.
Assets Under Management$1M
Clients64
Advisors1
Avg. per Client$16K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:$100
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...