Assets Under Management
$575.1M
Number of Clients
2,344
Number of Advisors
29
Average Client AUM
$245K
AUM per Advisor
$19.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
TCFG Investment Advisors is a national firm offering investment advisory services through its advisors. Services include individual portfolio management, model portfolio management, financial planning, and consulting services. Client accounts are managed on a discretionary or non-discretionary basis.
| Assets Under Management | 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.
28202 Cabot Rd, Suite 300, Laguna Niguel, CA, 92677