TC Advisors Ltd. (TCA) manages investment portfolios for individuals, high net worth individuals, trusts, retirement accounts, corporations, estates, and nonprofit organizations. TCA's representatives create investment portfolios based on clients' goals and risk tolerance. TCA generally manages accounts with authority to make trades without asking first. Financial planning is not formally offered for a fee.
Assets Under Management$86M
Clients227
Advisors3
Avg. per Client$380K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Fees are negotiable. Any fee paid in excess of 2% is higher than that charged by other advisers that provide the same or similar services at lower rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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