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TKC Wealth Management LLC

Headquartered in DALLAS, TX

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Firm Information

TKC Wealth Management LLC is an investment advisor based in [Main Office Address]. The firm provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. TKC Wealth Management LLC manages approximately $88,546,612 in assets for 241 clients. The firm has 5 licensed agents, 5 investment adviser representatives, and 6 registered representatives.

TKC Wealth Management LLC

$88.55M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

TKC WEALTH MANAGEMENT LLC has a total of 2 branch locations across the country.

Advisors at TKC Wealth Management LLC

View All 4 Advisors

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Disclosures

There are no public disclosures for TKC Wealth Management LLC.

Frequently Asked Questions (6)

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