The Raffin Group (TRG) provides customized portfolio management services to individuals, high-net-worth individuals, corporations, business entities, and charitable organizations. TRG uses financial planning software to understand each client's needs and may use model allocations with specific recommendations. TRG requests authority to make trades without asking for permission each time. TRG also sponsors a wrap fee program, but this brochure describes TRG's non-wrap fee advisory services.
Assets Under Management$29M
Clients69
Advisors1
Avg. per Client$420K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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