Assets Under Management
$29.3M
Number of Clients
35
Number of Advisors
1
Average Client AUM
$836K
AUM per Advisor
$29.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
TMG Wealth Advisors offers financial planning services primarily for individuals and small business owners. They use a ‘Values-Based Financial Planning ™’ methodology. Services include creating a financial roadmap, a written action plan, progress reports, and proactive planning. They are an independent RIA and select investments appropriate for clients.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.33% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $25.0M | 0.90% |
| $25M+ | 0.65% |
Fees for accounts over $25M may be negotiable. The annual fee is $2,500 for accounts up to $250,000.
14631 SW Millikan Way, Suite 68, Beaverton, OR, 97003-2999