Tkc Wealth Management LLC
Assets Under Management
$121.5M
Number of Clients
165
Number of Advisors
5
Average Client AUM
$736K
AUM per Advisor
$24.3M
Compensation
Fee-Only (AUM)
About This Firm
TKC Wealth Management provides investment portfolio management services for individuals, small businesses, institutional clients, and pension consulting. They advise on various investment strategies and may recommend third-party providers, including affiliated entities. Services are tailored to individual client needs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee schedule applies to assets held at Charles Schwab & Co., Inc. Different fee schedule applies to assets not held at Charles Schwab & Co., Inc.: 1.00% for all tiers. AUM Fees are negotiable at the Firm’s sole discretion.
Fee Estimator
TKC charges an annual fee based on a percentage of your assets under management. The fee schedule varies depending on whether your assets are held at Charles Schwab & Co., Inc. AUM fees are negotiable at the firm's sole discretion. Insurance and annuity products will be subject to other third-party fees and expenses. Clients working with non-affiliated attorneys in the formation of trust documents or startup business documents will be subject to third party fees or expenses.
Areas of Practice
Location
12900 Preston Road, Suite 700, Dallas, TX, 75230