Tschetter Group provides comprehensive portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm builds customized investment portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and cryptocurrency-focused exchange-traded funds through proprietary asset allocation models and strategies like dividend growth, capital appreciation, and innovation strategies. Tschetter Group also offers standalone financial planning covering retirement, estate, tax, and insurance planning, alongside managing a private equity and venture capital fund of funds, the TG Private Market Opportunities Fund. The firm operates as a fiduciary, legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and billed monthly in advance based on the previous month-end value.