TCFG Investment Advisors offers investment advice and financial planning to individuals, high-net-worth individuals, and businesses. TCFG's services include continuous asset management based on individual needs, model portfolio management, and financial planning. Financial planning covers personal finances, taxes, investments, insurance, retirement, death and disability, and estate planning. TCFG can also recommend third-party money managers.
Assets Under Management$580M
Clients2,344
Advisors29
Avg. per Client$250K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
29 Advisors at this firm
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