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Ready For Comprehensive Services 

ALL IN ONE PLACE?

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 complexityAdditional fees apply depending upon complexity