Tines Capital manages investment portfolios based on individual client needs and goals. They also offer financial planning services, including cash flow and debt management, college savings, employee benefits optimization, estate planning, investment analysis, retirement planning, and tax planning strategies. Tines Capital uses fundamental and technical analysis, as well as charting to make investment decisions.
Fee Structure
Tines Capital charges a percentage of the value of your portfolio. The fees can range from 1% to 3% per year depending on the investment strategies used. If multiple strategies are used, the fee will be a weighted average and updated annually. Fees are deducted from your account quarterly. You can terminate the account with 30 days' written notice.