Teckmeyer Financial Services provides continuous investment management and financial planning services to individuals, pension plans, and business entities. The firm operates as both a registered investment advisor and a registered broker-dealer, offering services through an asset allocation program administered by RBC Capital Markets. Teckmeyer Financial Services helps clients with retirement planning, net worth evaluations, budget analysis, tax reviews, education funding, and estate planning. Advisors at the firm focus on building suitable portfolios based on individual client needs, risk tolerance, and long-term goals.
Fee Structure
Teckmeyer Financial Services charges a fee based on the total value of your portfolio. The fee percentage depends on the size of your investment and is negotiable within specific ranges:
- $25,000 to $250,000 — 0.50% to 2.75% per year
- $250,001 to $500,000 — 0.50% to 2.50% per year
- $500,001 to $1,000,000 — 0.50% to 2.25% per year
- $1,000,001 to $2,000,000 — 0.45% to 2.00% per year
- $2,000,001 to $3,000,000 — 0.40% to 1.75% per year
- $3,000,001 to $5,000,000 — 0.30% to 1.50% per year
- $5,000,001 to $10,000,000 — 0.20% to 1.25% per year
- Over $10,000,000 — Fully negotiable
Fees are paid in advance each quarter, and a portion of the fee (up to 0.50%) is retained by the custodian for execution and administrative services.