Tcp Asset Management, LLC

TCP Asset Management, LLC is a Limited Liability Company established in Ohio in November 2016. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. TCPAM offers services such as investment strategy, asset allocation, and regular portfolio monitoring. The firm requests discretionary authority from clients to make investment decisions in accordance with fiduciary duties. TCPAM partners with Wealth.com for estate planning services and utilizes models from Orion Portfolio Solutions and SEI for investment strategies. The firm also offers pension consulting, financial planning, and management of annuities. TCPAM charges a maximum annual fee of 2.00% based on total assets under management. Clients have the option to terminate agreements within specific timeframes. The firm does not participate in wrap fee programs and provides services to various types of clients, including individuals and high-net-worth individuals. TCPAM uses fundamental and technical analysis for investment strategies, with a focus on long-term trading. The firm discloses potential risks associated with specific securities utilized, such as mutual funds, ETFs, real estate funds, and annuities. TCPAM's Code of Ethics covers various areas, including prohibited activities and conflicts of interest. The firm reviews client accounts periodically and provides regular reports to clients. TCPAM discloses its brokerage practices, including factors used to select custodians and broker-dealers. The firm may receive economic benefits from third parties and compensates non-advisory personnel for client referrals. TCPAM provides investment discretion and does not accept performance-based fees. The firm does not have any financial conditions impairing its ability to meet contractual commitments to clients and has not filed for bankruptcy in the last ten years.