TSP Capital Management Group offers investment advice to individuals, pension plans, businesses, trusts, estates, and charities. TSP creates custom portfolios based on each client's goals and restrictions. TSP does not offer financial planning services. TSP manages investments on both a discretionary and non-discretionary basis.
Assets Under Management$390M
Clients144
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For fixed income only accounts, the annual fee ranges from 0.25% to 0.5%. Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...