Assets Under Management
$4.9B
Number of Clients
3,703
Number of Advisors
19
Average Client AUM
$1.3M
AUM per Advisor
$259.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
TAG provides financial planning, consulting, and investment management services. They manage client portfolios using mutual funds, ETFs, individual securities, and independent investment managers. TAG offers solutions like Schwab Intelligent Portfolios and AssetMark models. They also provide subadvisory services to other RIAs.
192 Ballard Court, Suite 400, Virginia Beach, VA, 23462