Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fees are generally negotiable.
Fee Estimator
TCP Asset Management charges a maximum annual fee of 2.00% for portfolio management and pension consulting services. These fees are negotiable. When IARs of TCP AM utilize the TCP AM models at Orion Portfolio Solutions or SEI, clients will be charged an additional 0.35%. When IARs of TCPAM utilize the First Trust models, TCPAM will charge the client a 0.15% model management fee. When IARs of TCPAM utilize Pave Investment Advisors Sub -Advised Portfolios (PAVE) clients will be charged a 40 basis point (.40%) fee on assets. The rate for creating client pension consulting plans and financial plans is between $0 and $15,000. The hourly fee for these services is between $0 and $500 for pension consulting and between $0 and $1,000 for financial planning. The management fee for annuity policies is up to 1 % of the account value. Clients are responsible for third-party fees.
Areas of Practice
Advisor Information
Office location
5000 Horizons Drive, Upper Arlington, OH, 43220
Get directionsRegulatory History (1)
Employment Separation After Allegations
October 2016Other Business ActivitiesSells Insurance
Phillip is the Executive Vice President and Partner at TCP Asset Management since 2016, and also uses the same name for marketing purposes. He is also a licensed insurance agent with Philip J. Susi Independent Insurance since 2005 and a partner in PPBJ LLC, dealing with real estate since 2021.