TIP Group provides ongoing portfolio management based on individual client goals, risk tolerance, and time horizon. Services include investment strategy, asset allocation, and regular portfolio monitoring. TIP Group also offers financial planning covering investments, insurance, retirement, college, and debt/credit planning. TIP Group may direct clients to third-party investment advisors like AssetMark Inc.
Fee Structure
TIP Group charges up to 0.90% annually for portfolio management. This fee is negotiable. TIP Group may direct clients to AssetMark Inc., which has its own fees. If using AssetMark's Advisor Managed Portfolio (AMP), the total fee could be up to 1.05% (TIP's fee plus AssetMark's fee). AssetMark also has proprietary funds with their own fees, potentially bringing the total fee up to 2.00%. Fees are paid monthly or quarterly in advance.