T2 Asset Management offers investment management and financial planning services to individuals, trusts, corporations, partnerships, retirement plans, and other entities. They tailor their services to each client's needs, considering their goals, risk tolerance, and time horizon. T2 Asset Management uses proprietary models to guide investment decisions and manage risk, offering four general investment models based on risk tolerance: Capital Preservation, Growth and Income, Growth, and Aggressive Growth.
Fee Structure
T2 Asset Management charges a percentage of the value of your investments. The exact percentage is negotiable, but it will not exceed 2.0% per year. This fee is paid quarterly, in advance, based on the value of your account at the end of the previous quarter. If you start or end your relationship mid-quarter, the fee will be adjusted accordingly.