The Patten Group (TPG) offers customized wealth advisory solutions, including investment management and financial planning, tailored to each client's needs. TPG manages investments on a discretionary basis, constructing portfolios with individual securities, mutual funds, and ETFs. They also provide financial planning services covering areas like retirement, cash flow, education, and estate planning. TPG may recommend independent managers and provides reporting-only services for assets not managed by them.
Fee Structure
TPG charges a percentage of the value of your portfolio each year for investment management. The exact percentage ranges from 0.25% to 1.50% depending on the size and complexity of your account and the services you need. The fee is calculated based on the average value of your investments each quarter.