Targeted Financial Services (TFS) offers financial planning, consulting, and investment management. TFS helps clients identify financial and estate goals, create strategies, and choose investments and insurance to meet those needs. TFS tailors its services to each client's individual situation and goals. Clients can have TFS manage their investments with or without TFS needing their permission for each trade.
Fee Structure
TFS charges an annual fee based on a percentage of the value of your investments. This fee is calculated each quarter based on the value of your investments at the end of the previous quarter. The annual fee ranges from 0.50% to 1.50%, depending on the amount of assets being managed and the type of investment management services provided.