Let Us Be Your Personal CFO
You get it all. We offer a rare combination of Investment Management, Retirement Planning, and Tax & Estate Planning. Our competitive and transparent fee structure allows us to be uniquely positioned to deliver great value. Simply put, we provide more for less.
Assets Managed by TVFP | < 500k | 500k - 1M | 1M - 3M | 3M + |
|---|---|---|---|---|
Investment Management | 1.5% (First 500k) | 1.25% (Next 500k) | 0.95% (Next 2M) | 0.75% (Next 3M+) |
Retirement Planning | Additional fees apply depending upon complexity | |||
Estate Planning | Additional fees apply depending upon complexity | |||
Tax Planning & Preparation | Additional fees apply depending upon complexity |  | ||
| Advanced Planning | Additional fees apply depending upon complexity | Additional fees apply depending upon complexity | Additional fees apply depending upon complexity | |