Tresses Capital Partners (TCP) offers discretionary investment management services to individuals, high net worth individuals, and profit-sharing plans. TCP creates customized investment advice based on client's objectives, risk tolerance, and financial goals. TCP invests client assets in various securities. TCP can also conduct research on specific investment opportunities.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are tiered and negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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