T.S. Financial Planning provides investment management, financial planning, and consulting services. Investment management can be discretionary or non-discretionary. Financial planning includes full financial plans and consultation services. Theodore Svirbly also provides services to retirement plans as a limited scope advisor or investment manager.
Assets Under Management$3.2M
Clients22
Advisors1
Avg. per Client$150K
Avg. per Advisor$3.2M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...