Our Fees
TCM’s portfolio advisory fee is based on a client’s assets under our discretionary management. Our annual fee is 1% of the first $1million under management, 0.50% of assets between $1million and $5million and 0.25% of assets in excess of $5million.
Our typical minimum relationship is $250,000. In certain circumstances we may agree to waive that minimum if we feel we can create value and be compensated accordingly. In the event that we accept a relationship below $250,000 there will be an additional 0.25% fee.
Our typical minimum relationship is $250,000. In certain circumstances we may agree to waive that minimum if we feel we can create value and be compensated accordingly. In the event that we accept a relationship below $250,000 there will be an additional 0.25% fee.
There are additional costs associated with managing portfolios. These costs include expenses charged by any of the funds we purchase and trading fees charged by our custodian, Pershing Advisor Solutions (PAS). We have negotiated discounts with PAS and do not believe these additional costs to be significant on any account above $250,000.