TSG Advice Partners provides financial planning, consulting, and investment and wealth management services to individuals, families, and businesses. TSG manages client investment portfolios, primarily using exchange-traded funds (ETFs). They also offer advice on existing investments and may use fixed income securities or independent investment managers. TSG works with clients to understand their risk tolerance and financial goals.
Assets Under Management$760M
Clients1,070
Advisors11
Avg. per Client$710K
Avg. per Advisor$69M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees may be negotiable. Clients may also elect to be billed on a flat fee basis, typically ranging from $15,000 to $150,000 per year, based on the nature and complexity of the client’s circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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