Christopher Truncellito is a registered investment advisor at Tsa Management INC, based in Glen Head, NY, with 4 years of industry experience. Christopher 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.
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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 Avenue, Glen Head, NY, 11545
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tsa Management INC
Halliday Financial, LLCBroker
State Registrations16 states
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