T2 Asset Management, LLC
Assets Under Management
$165.0M
Number of Clients
685
Number of Advisors
8
Average Client AUM
$241K
AUM per Advisor
$20.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
T2 Asset Management provides Investment Management, Wealth Planning, and Business Advisory Services. They tailor services to individual client needs, determining goals, risk tolerance, and time horizon. They use proprietary models to manage portfolio risk and offer investment strategies in four general models based on risk tolerance.
Fee Structure
T2 Asset Management charges an asset-based fee, calculated as a percentage of managed assets, not exceeding 2.0%. Fees are negotiable based on account size and complexity. Fees are payable quarterly in advance. They may also charge an hourly fee of $100 to $200 for reviewing assets held away from the firm, depending on complexity. A fixed fee of up to $2000 may be charged for financial plans. A minimum account size of $100,000 is generally required, but may be waived at their discretion.
Areas of Practice
Location
1952 Mcdowell Rd, Suite 101, Naperville, IL, 60563