TPG Financial Advisors, located in Portland, Oregon, offers investment management and financial planning services. They focus on helping clients achieve their financial goals through diversified portfolios and a systematic investment strategy. TPG Financial Advisors works with individuals, high net worth individuals, businesses, and retirement plans. They tailor their advice to each client's risk tolerance, time horizon, and financial needs.
Assets Under Management$2B
Clients643
Advisors17
Avg. per Client$3.1M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual maximum fee TPGFA may charge a client on an individual or joint investment account is 1.5% of the account value. In certain circumstances, TPGFA may charge a flat fee on an account (i.e. no correlation to the current value of the account).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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