Tschetter Group offers asset management and investment consulting services to help clients achieve their financial goals. Services include comprehensive portfolio management with financial planning or consulting, and standalone financial planning and consulting. They may use third-party money managers and manage a private fund. They do not participate in wrap fee programs.
Fee Structure
Tschetter Group's maximum annual fee for comprehensive portfolio management will not exceed 1.50%. Fees are negotiable and billed monthly in advance. They also manage a private fund, TG Private Market Opportunities Fund LP, with a management fee of 0.75% annually of the capital account balance, payable quarterly in advance. The fund also pays an administrative fee of 0.25% annually, subject to a quarterly minimum of $9,000.