Todorow Capital Partners offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. TC Partners creates an Investment Policy Statement for each client. TC Partners primarily recommends growth equities, but may use other securities to diversify portfolios. TC Partners requires authority to make trades without asking first.
Assets Under Management$14M
Clients14
Advisors1
Avg. per Client$1M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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