Trust Advisory Group (TAG) provides advisory platforms, support, and services to independent financial advisors. These advisors offer discretionary asset management, non-discretionary advisory services, and financial planning. TAG is responsible for overseeing the advisory services provided by its financial advisors. Clients can choose from different account types and services, which affect the relationship with TAG, the expenses incurred, and the compensation TAG receives. TAG is owned by StoneX Group Inc.
Fee Structure
The fee for investment management services is negotiated between you and your financial advisor, with a maximum of 2.00% of the value of your investments annually (1.50% for annuity allocations). There is a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically calculated quarterly or monthly in advance, but can be calculated in arrears. If you terminate the agreement early, you'll receive a prorated refund of any fees paid in advance. The American Funds F2 Direct-at-Fund Platform has a fixed fee of 0.75% of all assets.