TCP Investments offers a market timing service for mutual funds, using technical analysis to identify market trends (bull or bear). Based on these trends, TCP switches client assets between different mutual funds. This service is available for funds held at ProFunds or within client 401k/403b accounts. For 401k/403b accounts, TCP recommends trades, but the client makes the final decision.
Assets Under Management$1.8M
Clients10
Advisors1
Avg. per Client$180K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The fee is 2% annually for ProFunds V08 accounts and 1% annually for ProFunds AAU and 401k/403b accounts. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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