Implementation |
 After determining an allocation strategy for our client, we implement the portofolio with a combination of mutual funds and/or ETFs. We use Pershing and Schwab as custodians for our customer accounts and the custodians send trade confirmations, annual 1099s, monthly statements, and other communication as needed. We do not hold customer assets directly and all account transfers are done custodian to custodian. TSI prepares quarterly performance reports and billing statements. Our fee is based on a percentage of the client assets under management and starts at 1% for accounts up to $1 million. | |
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