TGS Financial Advisors manages investment portfolios and provides personalized financial planning and consulting services. TGS Financial Advisors offers discretionary and non-discretionary investment management through bundled programs that cover trade execution, custody, and reporting, while utilizing approved mutual funds, exchange-traded funds, and occasionally sub-advisors. For medical professionals, TGS Financial Advisors offers a specialized program called TriageMD. The firm also provides stand-alone financial planning to address retirement, tax strategies, and other financial goals. TGS Financial Advisors specializes in serving individuals, families, business entities, trusts, and estates.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Fees are negotiable. Certain clients may be subject to a discontinued legacy fee schedule. Sub-advisor fees are in addition to this schedule.