Teplitz Financial Group (TFG) provides investment advisory services, including discretionary management, and financial planning/consulting on a fee-only basis. TFG works with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. TFG may use sub-advisors like SEI, Schwab, and AssetMark. Financial planning covers various needs and is tailored to the client's goals.
Assets Under Management$130M
Clients188
Advisors1
Avg. per Client$700K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.56% |
| $5.0M - $10.0M | 0.42% |
| $10M+ | 0.31% |
Annual investment advisory fee may be discounted at TFG’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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