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CFP
AL
CFP

Audrey Libois

14 Years of Experience
Radnor, PA

Audrey Libois is a CFP-designated registered investment advisor at Tgs Financial Advisors, based in Radnor, PA, with 14 years of industry experience. Audrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 259 clients with $430M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
259 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$426.0M

Fee Structure

Planning is included in investment management (also available separately)

TGS Financial Advisors offers investment management through a wrap program. The wrap fee covers investment advice, trading costs, custody, and reporting. The specific fee schedule is listed in the brochure. TGS also offers a TriageMD program for medical professionals with a separate fee structure. TGS may use sub-advisors, whose fees are in addition to the wrap fee.

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Audrey Libois

Location

100 W. Matsonford Road, Building 3, Suite 304, Radnor, PA, 19087

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Tgs Financial Advisors
August 2011 - Present · 14 yrs 8 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Audrey Libois