Michael Green is a registered investment advisor at Tga Capital Management, based in Plymouth, MA, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 125 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TGA Capital Management's annual advisory service fee is based on a percentage of your investments. The exact percentage depends on the type of investments (equities or fixed income) and the total amount invested. The fee is billed quarterly. The minimum annual fee is $500, but this is negotiable. Fees are adjusted based on deposits and withdrawals.
Location
Plymouth, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tga Capital Management
State Registrations1 state
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