KM
KM

Kristopher Mink

31 Years of Experience
Austin, TX
Sells Insurance

Kristopher Mink is a registered investment advisor at Tpg Financial Advisors, LLC, based in Austin, TX, with 31 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 637 clients with $2.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
637 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$2.2B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.5% of the account value. In certain circumstances, a flat fee may be charged instead of a percentage.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2802 Flintrock Trace, Suite 218, Austin, TX, 78738

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kristopher is licensed to sell insurance under The Partners Group, Ltd. He also receives rental income from real estate.

Employment History
Current Registrations
Tpg Financial Advisors, LLC
October 2006 - Present · 20 yrs
Previous Registrations
Geneos Wealth Management, INC.Broker
October 2006 - June 2019 · 12 yrs 8 mos
Park Avenue Securities LLC
March 2003 - October 2006 · 3 yrs 7 mos
Park Avenue Securities LLCBroker
October 2002 - October 2006 · 4 yrs
Safeco Investment Services, INC.Broker
September 2001 - April 2002 · 7 mos
Park Avenue Securities LLCBroker
May 1999 - October 2002 · 3 yrs 5 mos
Guardian Investor Services CorporationBroker
January 1995 - May 1999 · 4 yrs 4 mos
State Registrations2 states
ORTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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