Team Financial Strategies offers investment management and financial planning services. TFS manages investment portfolios for individuals, high net worth individuals, and institutions. Financial planning services include retirement planning, tax planning, insurance review, and estate planning. TFS also provides consulting services to corporate and non-profit retirement plans.
Assets Under Management$260M
Clients259
Advisors8
Avg. per Client$990K
Avg. per Advisor$32M
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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
These fees apply to "Wealth Management" and "Wealth Planning" services. "Wealth Builder" services have a different fee structure: 1.00% of managed assets AND a $75/quarterly fee. Institutional accounts have a different fee schedule as well.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...