Tip Top Financial Advisors (TTFA) offers a wrap fee program where they manage your investments using pre-built investment strategies (called Models) from other investment firms. TTFA helps you choose a Model that fits your goals and risk tolerance. They use Interactive Brokers for custody and trading. Your advisor will help you select a model and will be available to discuss your participation in the program. It is your responsibility to notify your advisor of any significant changes in your financial circumstances.
Assets Under Management$530K
Clients12
Advisors1
Avg. per Client$44K
Avg. per Advisor$530K
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.32% |
Minimum of $5000.00 per account per annum.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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