TMB Capital offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Services include investment management, retirement planning, and financial consulting. TMB Capital manages investments using model portfolios primarily made up of exchange-traded funds, mutual funds, and individual stocks. They also offer retirement plan advisory services to plan sponsors.
Assets Under Management$870M
Clients432
Advisors4
Avg. per Client$2M
Avg. per Advisor$220M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees may be negotiable above $10,000,000. Certain legacy client relationships may be charged a higher wealth management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...