Denis Moynihan is a registered investment advisor at Tsa Management INC, based in Glen Head, NY, with 39 years of industry experience. Denis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,794 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TSA Portfolio Management offers investment management services where fees are based on a percentage of the value of the assets in your account. The fees are typically billed quarterly, either in advance or in arrears, depending on the client relationship.
For Pershing Tier I and NSF (SMA) Tier II accounts, the advisory fee typically ranges from 0.75% to 1.5% annually on accounts up to $500,000. For Pershing Tier II accounts, the advisory fee typically ranges from 0.5% to 1% annually on accounts up to $1,000,000. For Pershing Tier III accounts, a flat advisory fee of 1.4% annually is collected. Fees for accounts over these amounts are subject to negotiation.
For the CUNY Portfolio Program, an advisory fee of 0.75% annually is collected on accounts with up to $500,000 under management, 0.65% annually on accounts from $500,000 to $1,000,000, and 0.55% annually on accounts for account balances over $1,000,000.
For the Marstone Program, TSA charges a flat advisory fee of 0.5% annually, collected quarterly. In addition, there is a Marstone platform fee of 0.25% and a Pershing administrative fee of 0.10%.
These fees are separate from the fees and expenses charged by the mutual funds and ETFs in your portfolio.
Location
725 Glen Cove Ave, Glen Head, NY, 11545
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Denis is a partner in DSDH Holding, LLC and MII Holdings, LLC, both real estate holding companies, spending minimal time on these activities. He is also requesting permission to be the executor of an estate to facilitate the sale of a vehicle.
Employment History
Current Registrations
Tsa Management INC
Halliday Financial, LLCBroker
Previous Registrations
Tsa Management INC
Tsa Management INC
Uslife Equity Sales CORP.Broker
State Registrations24 states
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