TLP Financial offers investment management services, creating customized portfolios using mutual funds, ETFs, and individual bonds. They also provide financial planning services covering areas like retirement, estate, and education planning. TLP Financial may recommend independent managers for a portion of a client's portfolio. They primarily focus on long-term investment strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.65% |
| $4M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor. For Client account[s] implemented through an Independent Manager, the Client’s overall fees may include TLP Financial’s investment advisory fee (as noted above) plus advisory fees and/or platform fees charged by the Independent Manager[s], as applicable. The total fee the Client will be charged is up to 2.00%.