TDT Financial Inc. provides portfolio management services tailored to individual client goals, objectives, and risk tolerance. These services include investment strategy, asset allocation, and regular portfolio monitoring. TDT Financial also offers financial planning, covering investment planning, insurance, tax, retirement, college, and debt/credit planning. TDT Financial generally limits its investment advice to mutual funds.
Assets Under Management$45M
Clients35
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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