Transition Advisory Group (TAG) offers asset management services, including direct asset management through Envestnet, sub-advisor services, and non-discretionary asset management through Buckingham Strategic Partners. TAG also provides comprehensive financial planning, working with CPA firms to offer proactive planning services. TAG may recommend third-party managers and receives solicitor fees from them.
Assets Under Management$31M
Clients62
Advisors2
Avg. per Client$500K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
TAG Wealth Advisors offers several investment management options:
- Direct Asset Management: TAG charges up to 2.00% annually of the assets they manage. This fee may be negotiable.
- Envestnet Platform: The total bundled fee for the Envestnet platform will not exceed 2%, in addition to custodial fees. The exact fees will be disclosed in the Investment Advisory Agreement.
- Subadvisor Services: TAG uses subadvisors and charges up to 1.00% annually. The subadvisor, Stonebridge Capital Advisors, LLC, charges 0.65%. The total fee will not exceed 2.00%.
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