Tacoma Investment Group (TIG) manages investment portfolios for individuals, trusts, retirement accounts, and corporations. TIG works with clients to determine their investment objectives, risk tolerance, time horizon, and liquidity needs. Accounts are reviewed at least quarterly. All accounts are managed on a discretionary basis. Clients can impose restrictions on the types of securities or investment sectors they would like TIG to avoid.
Assets Under Management$44M
Clients114
Advisors1
Avg. per Client$380K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | Included |
| $20K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Accounts under $20,000 are charged $50 per quarter. Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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