Tfb Advisors, LLC
Assets Under Management
$859.6M
Number of Clients
3,047
Number of Advisors
21
Average Client AUM
$282K
AUM per Advisor
$40.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TFB Advisors provides financial planning, consulting, and investment management services. They manage client investment portfolios on a discretionary basis, allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. They also offer retirement plan consulting services to qualified employee benefit plans.
Fee Structure
TFB Advisors charges fixed fees for financial planning and consulting, ranging from $500 to $5,000 depending on scope and complexity. Investment and wealth management fees are based on assets under management, varying between 0.25% and 1.5% annually, charged quarterly in advance. Retirement plan consulting fees are either fixed or asset-based, individually negotiated. Clients also incur third-party charges like brokerage commissions and custodial fees.
Areas of Practice
Location
4801 West 110th Street, Suite 200, Overland Park, KS, 66211