Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.50% |
Minimum Account Size $1,000,000. TCM reserves the right to waive the minimum account size requirement.
Fee Estimator
TCM charges a tiered, percentage-based fee calculated on the market value of assets in your account. The fee is 1.00% on the first $10 million and 0.50% on assets over $10 million. Fees are payable quarterly in arrears, but alternative payment frequencies may be available. The minimum account size is $1,000,000, but TCM reserves the right to waive this requirement. Clients may incur additional brokerage, custodial, and transaction costs.
Areas of Practice
Advisor Information
Office location
1000 4th St, Suite 800, San Rafael, CA, 94901
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.
Learn about disclosures →Other Business Activities
Eric is a Managing Partner, President, and Co-Founder of Tran Capital Management, a registered investment advisor. This activity is investment-related and takes nearly all of Eric's time.