Assets Under Management
$34.3B
Number of Clients
72,807
Number of Advisors
1499
Average Client AUM
$472K
AUM per Advisor
$22.9M
Compensation
Fee-Only (AUM)
The Portfolio Advisor Program is a fee-based discretionary investment program that manages customized model portfolios of diversified investments in mutual funds and ETFs. The program offers a carefully constructed portfolio formulated by TIAA Trust and third-party advisers, a rigorous investment process, and advisors to help clients determine if the program is appropriate.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 1.15% |
| $150K - $300K | 1.00% |
| $300K - $750K | 0.85% |
| $750K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
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