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Tfo-Tdc, Llc
Maumee, Ohio
5.0
2 Reviews
TFO-TDC, LLC, headquartered in Maumee, OH, is a highly regarded regional investment advisory firm that caters to the financial needs of high net worth individuals. With 11 offices strategically located throughout the region, TFO-TDC serves over 980 individual clients, managing an impressive $3,223,538,000 in assets.
As a trusted advisor, TFO-TDC offers a comprehensive range of services tailored to meet the unique financial goals of its discerning clientele. While a majority of their assets under management are discretionary, they possess the expertise and capability to manage employer funds, although such accounts make up less th...see more
Assets Under Mgmt
$3.22B
Investment Professionals
56
Locations
10
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other: FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES
Reviews for Tfo-Tdc, Llc
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