TL-B Capital Management offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client, outlining their financial situation. TL-B Capital Management requires authority to make trades without asking for permission each time. They primarily use mutual funds, stocks, and ETFs. When providing investment advice for retirement accounts, TL-B Capital Management acts as a legal fiduciary, required to act in your best interest.
Assets Under Management$45M
Clients29
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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