James Kotagides is a registered investment advisor at T.T.G. Financial, INC., based in Canton, OH, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 207 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TTG Financial's annual investment management fee is a percentage of your investments, ranging from 0% to 2%. The specific fee depends on factors like the scope of work, and may vary for cash management or 401(k) accounts with TPA services. There is no minimum account size or minimum fee, but the minimum account size is $500,000 of assets under management, which equates to an annual fee of $6250. TTG has the discretion to waive the account minimum.
Location
4790 Douglas Cir Nw, Suite 102, Canton, OH, 44718
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
T.T.G. Financial, INC.
Previous Registrations
Park Avenue Securities LLC
State Registrations1 state
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