Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management, family office, and retirement plan services are based on a percentage of assets under management, up to a maximum of 1.25%. Family Office Advisory Consulting services have a maximum fee of 1.00%. Fees are negotiable and may be fixed in certain cases. Consulting services are charged hourly ($150-$1,200) or fixed ($5,000-$300,000+), depending on complexity. TFO requires a $50,000 minimum annual fee for Wealth Management and Full Service Clients, but this may be waived at their discretion.
Areas of Practice
Advisor Information
Office location
5060 North 40th Street, Suite 200, Phoenix, AZ, 85018
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
Charles provides investment-related consulting services as a consultant for TFO-TDC, LLC, dedicating minimal time. He is also an investor and advisory board member for TRAHealth, Inc. and a member of the Editorial Board for the Journal of Wealth Management, spending minimal time reviewing papers.