Third Generation Capital Management (TGCM) is a new firm offering investment management and financial services. TGCM provides a family investment fund, a donor-advised fund, and investment consulting services. Investment consulting is reserved for clients with over $400,000. TGCM tailors its services to each client's needs and can modify them as needed. TGCM does not participate in wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Third Generation Capital Management (TGCM) offers investment management through two fund options:
- Family Investment Fund: Charges 1% of the value of your portfolio annually, plus 10% of the profits.
- Donor-Advised Fund: Charges 0.5% of the value of your portfolio annually.
Loading...