Treussard Capital Management (TCM) provides ongoing portfolio management based on client goals, risk tolerance, and time horizon. TCM creates an Investment Policy Statement for each client. TCM also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. TCM generally limits its investment advice to mutual funds and ETFs, fixed income securities, equities, non-U.S. securities, and currencies.
Assets Under Management$75M
Clients20
Advisors1
Avg. per Client$3.7M
Avg. per Advisor$75M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for accounts over $25,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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