TMG Wealth Advisors provides financial planning services primarily for individuals and small business owners. They use a 'Values-Based Financial Planning' approach to help clients make financial decisions aligned with their goals and values. TMG Wealth offers investment advice through Osaic Wealth, selecting investments like mutual funds, stocks, and bonds. They manage client accounts on a discretionary basis, meaning they can make trades without asking first.
Assets Under Management$29M
Clients35
Advisors1
Avg. per Client$840K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 larger accounts may be negotiable. The $2,500 fee for accounts under $250,000 is a minimum fee. The fee schedule only applies to the value of accounts under management at Osaic Wealth, Inc.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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