Our Fees

We are a fee-based firm, meaning we don’t earn a commission for our financial planning services.

TFS Advisors is a fee-based financial advisory practice, which means our fee is based on a percentage of the assets under management. Over 95% of our revenue comes from fees based on the assets we manage under our clients’ investment plans. The remainder comes from other products (such as life insurance) that are only recommended under special circumstances. We fully disclose to our clients anytime we recommend any products that result in additional compensation for us. No matter what, the recommendations that we make are based solely on helping you best reach your financial goals.

Advisor fees vary from person to person and we will be able to more accurately discuss yours after we develop an understanding of your individual needs. But we can tell you that our fee generally falls somewhere between 1.0% and 2.0%* based on the following factors:

1

Size and source of the account

4

Income Tax Bracket

2

Client’s Background

5

Potential Estate Taxes

3

Client’s Income & Growth Objectives

6

Client’s Relative Risk Aversion

While fees are important, the value received can be more important. That’s why we offer a complimentary consultation to discuss what value may be added. We would be happy to create a comparison of our fees versus the ones that you’re currently paying or simply to provide you with more information.

Request a Fee Comparison Report

REQUEST REPORT

*Other fees may apply. Amount to be determined during complimentary introductory meeting.