Transamerica Financial Advisors (TFA) provides investment-related products, variable insurance, retirement solutions, and asset management services. TFA offers access to third-party money managers, wrap fee programs, and a digital advice program. TFA Advisors help clients determine their financial needs and objectives, then provide investment recommendations. TFA Advisors do not provide legal, tax, or accounting advice.
Assets Under Management$1.7B
Clients42,440
Advisors1,071
Avg. per Client$41K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$10
Investment management only (planning not offered)
Minimum Annual Fee:$35
Transamerica Financial Advisors (TFA) offers several investment management programs, including:
- Third-Party Money Management Programs: TFA Advisors can connect you with third-party money managers (TPMMs) who manage model portfolios. Fees are specific to the TPMM you select.
- Transamerica® ONE Wealth Management Platform: This is a wrap fee program with a single fee for services. The total annual program fee does not exceed 2.0%.
- Transamerica® ALPHA Digital Investment Program: This program uses Betterment's platform. The total annual advisory fee ranges from 0.65% to 0.95%.
- TFA365 Advisory Program: This is a wrap fee program. The total annual program fee does not exceed 2.75%. A minimum annual account fee applies to accounts that fall below the program account minimum. For the Strategist Program and the Unified Managed Account Program, the minimum annual account fee is $35 (account minimum: $25,000). For the Separately Managed Account Program, the minimum annual account fee is $150 (account minimum: $100,000).
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Location
1,071 Advisors at this firm
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