TSA Wealth Management (TSAWM) is a registered investment advisor that provides investment advisory services. These services include reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. TSAWM offers these services to individuals, high net worth individuals, corporations, and charities. TSAWM provides discretionary investment advisory services through managed account programs.
Assets Under Management$360M
Clients262
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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