TCM Investment Management offers investment management based on a percentage of assets and ongoing financial consulting and budgeting guidance for a monthly subscription. Investment management includes portfolio construction, security selection, monitoring, trading, rebalancing, and performance reporting. Financial consulting provides guidance on cash flow, expense analysis, savings strategies, and financial goal setting.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.75% |
| $100K - $250K | 0.65% |
| $250K - $500K | 0.55% |
| $500K - $750K | 0.45% |
| $750K - $1000K | 0.35% |
| $1M+ | 0.25% |
Fees are negotiable. Clients automatically receive both investment management and financial consulting services as an integrated package.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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