Assets Under Management
$121.5M
Number of Clients
165
Number of Advisors
5
Average Client AUM
$736K
AUM per Advisor
$24.3M
Compensation
Fee-Only (AUM)
TKC Wealth Management offers investment portfolio management services for individuals, small businesses, institutional clients, and pension consulting. They advise on various investment strategies and may recommend third-party providers, including affiliated entities. Fees and costs associated with products offered to TKC clients will be charged separately by the third-party provider.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at the Firm’s sole discretion. Schedule applies if assets are held at Charles Schwab & Co., Inc. If not held at Charles Schwab & Co., Inc., the fee is 1.00% across all asset levels.
12900 Preston Road, Suite 700, Dallas, TX, 75230