TFP Management offers investment management services that include financial planning. They gather information through interviews to identify your goals and objectives. They create and manage portfolios using model portfolios or customized portfolios. TFP Management may recommend a sub-advisor to manage some or all of your assets. They also offer retirement plan consulting.
Assets Under Management$220M
Clients573
Advisors3
Avg. per Client$380K
Avg. per Advisor$73M
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.60% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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