Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TCM charges an annual fee based on a percentage of assets under management. The fee schedule is negotiable and varies based on factors like anticipated assets and portfolio management requirements. They also offer limited scope financial planning for non-investment management clients at an hourly rate of $300, with a minimum engagement of $1,500. Fees are payable quarterly in advance, with limited exceptions billed in arrears.
Areas of Practice
Advisor Information
Office location
13480 Evening Creek Drive North, Suite 250, San Diego, CA, 92128-4310
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Stefan serves on the Investment Advisory Committee for the Office of the City Treasurer, dedicating minimal time annually to reviewing policies and recommending changes since 2013. He also provides expertise and counsel on investment strategy to the San Diego Rescue Mission's Finance Committee, spending minimal time quarterly since 2022.