TCFG Investment Advisors, LLC is a registered investment advisor providing continuous portfolio management, financial planning, consulting, and third-party money manager services. Advisors at TCFG Investment Advisors create customized investment strategies tailored to each client's specific goals, risk tolerance, time horizon, and liquidity needs. Portfolios can be managed on a discretionary basis (where the advisor makes trades without prior client approval) or a non-discretionary basis. In addition to individual portfolio management, TCFG Investment Advisors offers model portfolio strategies and comprehensive financial planning covering budgeting, taxes, cash flow, investments, insurance, retirement, and estate planning. The firm works with a range of clients, including individuals, high-net-worth individuals, profit-sharing plans, corporations, and charitable organizations. Clients custody their assets with institutions such as Pershing, Charles Schwab, or Equity Trust Company.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Each advisor sets their own independent schedule, up to a maximum of 2.25%. Fees are negotiable based on complexity, assets, and other factors.