Town Lake Capital Management (TLCM) offers investment management using an "endowment model" strategy for high net worth individuals and institutions. This strategy uses diverse asset classes to reduce volatility and increase returns. TLCM also provides consulting services to corporate 401(k) plans, including fund recommendations, employee education, and third-party administrator selection. TLCM does not offer tax planning or financial planning services.
Assets Under Management$44M
Clients31
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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