TRG Investment Advisors provides investment advice and manages portfolios for individuals and institutions. TRG offers asset management using various securities, retirement plan consulting for employers, and financial wellness programs for employees. TRG also manages 529 college savings accounts. TRG Investment Advisors acts as a fiduciary, meaning it's legally required to act in your best interest.
Assets Under Management$1.1B
Clients354
Advisors6
Avg. per Client$3.1M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$300K
TRG Investment Advisors offers asset management services to friends and family, but does not assess advisory fees for this service. TRG also manages 529 accounts, with a maximum annual fee of 0.6% of the account value, billed quarterly in advance.
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