The Pension Group (TPG) offers personalized investment management, sometimes jointly with third-party managers. TPG also provides financial planning and consulting services, including reviewing financial objectives, asset allocation, cash flow management, tax preparation and planning, accounting services, insurance, investment management, education funding, retirement planning, and estate planning. Services are tailored to each client's needs.
Fee Structure
Investment management fees are based on the value of your portfolio and may range from 0% to 2% annually, depending on the specific third-party program used and the scope of the engagement. For co-advisory or sub-advisory arrangements, the fee is generally 1.5% annually, split between TPG and the third-party manager. In referral arrangements, the third-party manager charges the client, and TPG receives up to 1.0%. Fees may be negotiable. Total fees charged by both parties will not exceed 3% of assets under management per year.