Trusted Advisors Group (TAG) acts as a solicitor, referring potential clients to UBS Financial Services, Wells Fargo Advisors, and Morgan Stanley Smith Barney. TAG receives a referral fee from these firms based on a percentage of the investment advisory fee that clients pay to them. TAG does not provide investment advice or manage client assets. Michael Conaway, the principal owner, also works as a certified public accountant.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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