Tampa Bay Capital Management (TBCML) provides ongoing portfolio management based on your individual goals and risk tolerance. TBCML also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. TBCML generally limits its investment advice to mutual funds, fixed income, real estate funds, equities, ETFs, treasury inflation protected bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
These fees are negotiable. Qualified clients will pay an annual fee of 0.00% of assets under management along with a 5.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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