TCM Wealth Advisors is a fee-only firm offering investment management, financial planning, and consulting services. TCM works with physicians, business owners, corporate executives, retirees, and those experiencing major life transitions. TCM aims to provide knowledgeable financial advice and personalized solutions, acting as a financial advocate for clients and coordinating with their other advisors.
Assets Under Management$29M
Clients55
Advisors1
Avg. per Client$530K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
TCM also provides Variable Annuity Asset Allocation Advisory Services for clients that own variable annuity products. The annualized investment advisory fee is 1.50% and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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