TFC Financial Management offers investment management on a discretionary basis, guided by an Investment Policy Statement. They primarily invest in no-load mutual funds and ETFs, but may also use individual securities. TFC also provides comprehensive and targeted financial planning services, evaluating a client’s financial situation and providing recommendations. They may recommend third-party managers for specific investment strategies.
Fee Structure
TFC Financial Management's fees for managing your investments are a percentage of the value of your portfolio, calculated at the end of each quarter. The annual fee typically ranges from 0.50% to 1.00% of the assets they manage. Fees are negotiable for portfolios over $5 million. Clients also pay brokerage commissions and other transaction costs. TFC primarily invests in institutional class, no-load mutual funds and/or ETFs.