Tek-Wise Financial Planners (TKFP) provides ongoing portfolio management based on your goals, risk tolerance, and time horizon. TKFP also offers customized financial planning services, including cash flow analysis, debt management, risk management, retirement planning, education planning, estate planning, tax planning, divorce planning, and business consultation. TKFP may recommend other advisors and uses a sub-advisor, Arimathea Corp., for investment models, with no extra cost to you.
Assets Under Management$10M
Clients48
Advisors2
Avg. per Client$210K
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. TKFP fees will not exceed 3% of Assets Under Management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...