Tfo Family Office Partners
Assets Under Management
$4.2B
Number of Clients
292
Number of Advisors
27
Average Client AUM
$14.3M
AUM per Advisor
$154.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TFO manages investment portfolios for various clients, offering wealth management services including tax and estate planning, retirement planning, and insurance analysis. They also provide Family Office services and consulting, coordinating with other service providers. TFO's investment philosophy centers on diversification, low costs, and tax efficiency.
Fee Structure
Fees for investment management, family office, and retirement plan services are charged as a percentage of assets under management, up to a maximum of 1.25%. Family Office Advisory Consulting services can range up to 1.00%. Fees are negotiable and agreed upon in advance. Consulting services are billed hourly ($150-$1,200) or fixed fee ($5,000-$300,000). TFO requires an annual minimum fee of $50,000 for Wealth Management and Full Service Clients, but this may be waived at their discretion.
Areas of Practice
Location
5060 North 40th Street, Suite 200, Phoenix, AZ, 85018