Tfo Wealth Partners
Assets Under Management
$4.9B
Number of Clients
1,642
Number of Advisors
31
Average Client AUM
$3.0M
AUM per Advisor
$156.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TFO Wealth Partners provides discretionary and non-discretionary investment management, family office services, retirement plan services, and consulting. They work with various clients, including individuals, high net worth individuals, and retirement plans, creating tailored investment policy statements and monitoring portfolios.
Fee Structure
Fees for Investment Management and Family Office services are typically billed in advance each quarter, based on the account value at the end of the previous quarter. Our fees, account minimums and their applications to family circumstances are negotiable.
Areas of Practice
Location
1440 Arrowhead Drive, Maumee, OH, 43537