Assets Under Management

$2.1B

Number of Clients

451

Number of Advisors

10

Average Client AUM

$4.7M

AUM per Advisor

$213.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Tschetter Group offers comprehensive portfolio management with financial planning, and standalone financial planning/consulting. They may use third-party money managers. They also manage the TG Private Market Opportunities Fund LP. Services are tailored, and clients can place reasonable restrictions on investments.

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
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Location

2155 112th Ave Ne, Bellevue, WA, 98004

10 Advisors at this firm

Tschetter Group | TrueAdvisor