Overview
- Headquarters
- Dallas, TX
- Total Firm Assets
- $4.3 billion
- Average High-Net-Worth Client Portfolio Size
- $44.2 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Fee Disclosure
Source: TCM FORM ADV 2A MARCH 2025 FINAL (2025-03-31)
· View brochure text
Latest filing: TCM FORM ADV 2A MARCH 2026 (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.80% |
| $3,000,001 | $5,000,000 | 0.70% |
| $5,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $40,000 | 0.80% |
| $10 million | $70,000 | 0.70% |
| $50 million | $270,000 | 0.54% |
| $100 million | $520,000 | 0.52% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 99.03%
- Number of High-Net-Worth Clients
- 96
- Total Client Accounts
- 559
- Discretionary Accounts
- 465
- Non-Discretionary Accounts
- 94
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 140212
- TCM FORM ADV 2A MARCH 2026 (2026-03-30) · View brochure text
- TCM FORM ADV 2A MARCH 2025 FINAL (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗