TSN Management Inc. manages investment portfolios for accredited investors using two strategies: a dividend growth and focus sector approach, and an aggressive opportunity approach. The dividend growth strategy focuses on dividend-paying stocks, while the aggressive opportunity strategy uses momentum-based indicators and swing trading techniques. TSN also offers consulting services to accredited investors and financial service providers.
Assets Under Management$200K
Clients2
Advisors1
Avg. per Client$100K
Avg. per Advisor$200K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.89% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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