TFB Advisors offers personalized investment management, financial planning, and consulting services for individuals, families, and businesses. TFB Advisors builds customized portfolios primarily using mutual funds, exchange-traded funds, individual stocks and bonds, and independent managers. In addition to managing investments, TFB Advisors provides guidance on retirement planning, business planning, cash flow forecasting, trust and estate planning, insurance, taxes, and education funding. TFB Advisors tailors its strategies to each client's specific risk tolerance and financial goals, operating with the authority to make trades on your behalf. Certain team members can also assist with insurance products or brokerage services through separate arrangements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.25% to 1.50% depending on portfolio size and composition. Fees are negotiable.