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:
Size and source of the account
Income Tax Bracket
Potential Estate Taxes
Client’s Income & Growth Objectives