Tcp Asset Management, LLC

Assets Under Management

$822.1M

Number of Clients

1,760

Number of Advisors

22

Average Client AUM

$467K

AUM per Advisor

$37.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

TCP Asset Management offers portfolio management tailored to client goals, pension consulting for employee benefit plans, and financial planning covering various aspects like retirement and college. They utilize fundamental and technical analysis and may direct clients to third-party investment advisors.

Fee Structure

Minimum Investment:None
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
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Location

5000 Horizons Drive, Upper Arlington, OH, 43220

22 Advisors at this firm

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