TFB Advisors provides financial planning, consulting, and investment management services. They manage client investment portfolios and offer wealth management services, allocating assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and independent investment managers. TFB Advisors also provides retirement plan consulting services to qualified employee benefit plans.
Fee Structure
TFB Advisors offers investment and wealth management services for an annual fee based on the value of your portfolio. This fee ranges from 0.25% to 1.5%, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance, based on the market value of your investments on the last day of the previous quarter.