Tresses Capital Management provides ongoing investment advice and manages investment portfolios for individuals, high net worth individuals, and profit-sharing plans. TCM makes investment decisions for clients, but clients can place restrictions on investments. TCM does not hold client funds; they are held by a custodian. Investment advice is tailored to each client's objectives and risk tolerance.
Assets Under Management$32M
Clients24
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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