Tgs Financial Advisors
Assets Under Management
$426.0M
Number of Clients
259
Number of Advisors
8
Avg. Portfolio per Client
$1.6M
Avg. Managed per Advisor
$53.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
TGS Financial Advisors provides investment management and financial planning services to individuals, businesses, trusts, and other entities. TGS offers a wrap program where clients pay a single fee for investment advice, brokerage, custody, and reporting. TGS also offers standalone financial planning services for a separate fee. TGS may use sub-advisors to manage client accounts.
Fee Structure
TGS Financial Advisors offers investment management through a wrap program. The wrap fee covers investment advice, trading costs, custody, and reporting. The specific fee schedule is listed in the brochure. TGS also offers a TriageMD program for medical professionals with a separate fee structure. TGS may use sub-advisors, whose fees are in addition to the wrap fee.
Areas of Practice
Location
100 W. Matsonford Road, Building 3, Suite 304, Radnor, PA, 19087