TGS Financial Advisors provides investment management and financial planning services to individuals, businesses, trusts, and other entities. TGS offers a wrap program where clients pay a single fee for investment advice, brokerage, custody, and reporting. TGS also offers standalone financial planning services for a separate fee. TGS may use sub-advisors to manage client accounts.
Fee Structure
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.