Tfo Wealth Partners Fees & Minimum

Overview

Headquarters: Maumee, OH
Total Firm Assets: $5.7 billion
Average High-Net-Worth Client Portfolio Size: $5.1 million
Stated Minimum Account Size: $1,000,000

Recent Rankings

Forbes 2025: 142

Fee Disclosure

Source: TFO WEALTH PARTNERS, LLC FORM ADV PART 2A (2026-03-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	1.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$75,000	1.50%
$10 million	$150,000	1.50%
$50 million	$750,000	1.50%
$100 million	$1,500,000	1.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 82.69%
Number of High-Net-Worth Clients: 920
Total Client Accounts: 5,341
Discretionary Accounts: 5,285
Non-Discretionary Accounts: 56

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 124407

TFO WEALTH PARTNERS, LLC FORM ADV PART 2A (2026-03-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Tfo Wealth Partners