TCN Private Wealth Management offers customized investment advisory solutions through personal contact and discretionary investment management. They work with clients to identify investment goals, risk tolerance, and financial situations to create a portfolio strategy using low-cost, diversified mutual funds and exchange-traded funds (ETFs). They may also use individual stocks, bonds, options, and alternative investments. TCN Private Wealth Management may recommend independent managers for a portion of a client's portfolio.
Fee Structure
TCN Private Wealth Management's investment advisory fees are based on the value of your portfolio and are paid quarterly. The annual fee can be up to 1.25%, depending on the complexity of your situation, the amount you invest, and your overall relationship with TCN Private Wealth Management. Fees may be negotiable.