TPG Financial Advisors is an independent investment advisory firm located in Portland, Oregon, that manages investment portfolios and offers retirement plan consulting and financial planning services. The firm builds broadly diversified portfolios tailored to each client's specific financial goals, risk tolerance, and time horizon. Portfolios may be managed using in-house proprietary models or by selecting third-party asset managers. TPG Financial Advisors continuously monitors client accounts and provides ongoing reviews at least annually. Services are provided with either discretionary authority—allowing the firm to execute trades on your behalf—or non-discretionary authority, where you must approve transactions first. The firm operates as a fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.5% of the account value. In certain circumstances, a flat fee may be charged instead of a percentage.