Assets Under Management
$4.9B
Number of Clients
1,642
Number of Advisors
31
Average Client AUM
$3.0M
AUM per Advisor
$156.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
TFO Wealth Partners offers discretionary and non-discretionary investment management, family office services, retirement plan services, consulting, and allocations to third-party managers. They work with clients to determine investment objectives and risk profiles, creating tailored investment policy statements. The firm primarily uses mutual funds, fixed income securities, and ETFs.
1440 Arrowhead Drive, Maumee, OH, 43537