TP3B, LLC offers consulting services to institutions and separately managed accounts (SMAs) to individuals. TP3B creates an Investment Policy Statement for each SMA client, outlining their financial situation and risk tolerance. TP3B primarily focuses on fixed income securities but may use other securities or cash equivalents to diversify portfolios. TP3B does not participate in wrap fee programs.
Assets Under Management$38M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
The fee rate may be substantially lower and is based on a number of factors including product type, underlying marketing conditions, account size, investment strategy, investment restrictions, and scope of services. TP3B retains the discretion to negotiate alternative fee arrangements on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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