TGA Capital Management offers personalized financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, and plan for retirement and estate matters. TGA Capital Management is a fee-only firm and does not accept commissions. Investment advice is provided, but the client makes the final investment decisions.
Fee Structure
TGA Capital Management's annual advisory service fee is based on a percentage of your investments. The exact percentage depends on the type of investments (equities or fixed income) and the total amount invested. The fee is billed quarterly. The minimum annual fee is $500, but this is negotiable. Fees are adjusted based on deposits and withdrawals.