Taylor Hoffman Capital Management (THCM) provides financial planning, consulting, and investment management services. THCM manages investment portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, alternative investments, and independent investment managers. THCM also offers advice on existing investments like variable life insurance and 529 plans. THCM tailors its services to each client's needs and objectives, assessing their risk tolerance and financial situation.
Assets Under Management$420M
Clients513
Advisors3
Avg. per Client$820K
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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