Tcp Asset Management, LLC
Assets Under Management
$822.1M
Number of Clients
1,760
Number of Advisors
22
Average Client AUM
$467K
AUM per Advisor
$37.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TCP Asset Management provides ongoing portfolio management tailored to client goals, pension consulting for employee benefit plans, and financial planning covering various life areas. They utilize fundamental and technical analysis and offer access to third-party investment advisers and models. They also offer estate planning services through Wealth.com.
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
Location
5000 Horizons Drive, Upper Arlington, OH, 43220