Trust Advisory Group offers discretionary and non-discretionary investment management, model portfolios, third-party money manager selection, and financial planning and consulting services. The firm operates primarily by supporting independent financial advisors and employee advisors who help clients determine appropriate asset allocations, risk tolerances, and investment strategies. Services include personalized asset management, financial planning, consulting on retirement and other financial matters, and annuity allocations. Trust Advisory Group is affiliated with broker-dealers under StoneX Group Inc.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annualized management fee is 2.00% (1.50% for annuity allocations). Exact fees are negotiated between the client and financial advisor, subject to a minimum annual fee of 0.10% or $200 (whichever is greater), or $300 for unified managed accounts.