TFR Capital offers personalized financial planning and investment management services. Investment advice is tailored to each client’s objectives and financial needs. TFR may recommend unaffiliated money managers. Financial planning services include retirement, education, estate, cash flow, tax planning, and insurance analysis. Clients are not obligated to implement recommendations.
Assets Under Management$330M
Clients243
Advisors6
Avg. per Client$1.3M
Avg. per Advisor$55M
Fee Structure
TFR Capital charges an annual investment management fee ranging from 0.50% to 2.0% of your portfolio. The fee is calculated based on the average daily balance of your accounts. The fee for the initial month is paid after the month is over, and subsequent months are paid in advance.
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