Overview
- Headquarters
- Glen Head, NY
- Total Firm Assets
- $1.5 billion
- Average High-Net-Worth Client Portfolio Size
- $2.2 million
- Stated Minimum Account Size
- $5,000
Fee Disclosure
Source: TSA PORTFOLIO MANAGEMENT INC -ADV - 3-31-25 (2025-03-21)
· View brochure text
Latest filing: TSA PORTFOLIO MANGEMENT FORM ADV PART 2A 3-31-26 (2026-03-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Negotiable | Negotiable |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 55.92%
- Number of High-Net-Worth Clients
- 384
- Total Client Accounts
- 4,295
- Discretionary Accounts
- 4,135
- Non-Discretionary Accounts
- 160
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 106440
- TSA PORTFOLIO MANGEMENT FORM ADV PART 2A 3-31-26 (2026-03-24) · View brochure text
- TSA PORTFOLIO MANAGEMENT INC -ADV - 3-31-25 (2025-03-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗