TTG Financial offers personalized financial planning and investment management services. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. TTG is a fee-only firm and does not sell commissioned products. They manage investments and advise on cash flow, college planning, retirement, tax, estate, and business planning.
Fee Structure
TTG Financial's annual investment management fee is a percentage of your investments, ranging from 0% to 2%. The specific fee depends on factors like the scope of work, and may vary for cash management or 401(k) accounts with TPA services. There is no minimum account size or minimum fee, but the minimum account size is $500,000 of assets under management, which equates to an annual fee of $6250. TTG has the discretion to waive the account minimum.