True Fiduciary Capital (TFC) is an investment advisory firm offering investment management and financial planning services. TFC provides both discretionary and non-discretionary investment advice, tailoring strategies to each client's objectives and risk tolerance. TFC also offers financial planning services covering tax planning, investment recommendations, retirement planning, debt management, education planning, and estate planning review. TFC does not maintain custody of client funds, which are held at a qualified custodian.
Assets Under Management$90M
Clients60
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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