Twenty-Five Capital Partners (TFCP) offers investment management services where they can manage your investments for you (discretionary) or provide recommendations that you approve before any trades are made (non-discretionary). TFCP works with individuals, high net worth individuals, trusts, retirement plans, and businesses. TFCP creates a customized investment policy statement and monitors portfolios regularly.
Assets Under Management$0
ClientsN/A
Advisors2
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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5MM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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