TRG Advisors offers financial planning advice on taxes, investments, insurance, estate planning, retirement, and general financial matters. They design investment portfolios, provide written reports, review objectives, monitor investments, and offer retirement income planning. TRG may recommend mutual funds, exchange-traded funds, or independent investment managers. They also provide consulting services to 401k and 403b pension plans.
Assets Under Management$550M
Clients106
AdvisorsN/A
Avg. per Client$5.2M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
All fees are negotiable based on the size, complexity and specific needs of the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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