A complete list of active advisors currently associated with TCM Investment Advisers

Warmer can help you find a great advisor at TCM Investment Advisers or one who fits your needs even better.

TCM Investment Advisers serves individual investors focused on retirement planning and estate/asset management, offering portfolio management and a wrap-fee program. The brochure states it accepts accounts across a wide size range and notes that smaller accounts may be placed on a different fee schedule to support the adviser–client relationship. The firm describes a customized retirement-planning approach, supplying analysis and recommendations on investment strategies, diversification and sector allocation, and considering vehicles such as annuities and limited partnerships. Trading and custody are conducted on a Fidelity platform; TCM operates under a limited trade authorization to place trades, view accounts and distribute funds on clients’ account(s). Noteworthy for a single-adviser RIA, the brochure documents multiple fee arrangements beyond the typical percentage-of-AUM model, including wrap-fee programs, hourly billing and prepaid account-review options. The brochure also discloses operational practices that are less common among peers, such as routing all trading and recordkeeping through an associated broker‑dealer and allowing clients to provide account access credentials for TCM to conduct business on their behalf.

To learn more about the advisors currently working at TCM Investment Advisers, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.