TM Wealth Management provides investment management services to individuals and high net worth individuals. They offer advice on various asset classes, including stocks, bonds, and options. The firm tailors its services to each client's individual investment objectives, risk tolerance, and income needs. TM Wealth Management has the authority to make trades without asking first.
Assets Under Management$360K
Clients18
Advisors1
Avg. per Client$20K
Avg. per Advisor$360K
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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