TKG Financial offers investment management services to individuals. They determine investment goals, time horizons, objectives, and risk tolerance to create investment strategies. Clients can choose between TKG making trades for them (discretionary) or approving each trade themselves (non-discretionary). TKG primarily invests in stocks, bonds, mutual funds, and exchange traded funds.
Assets Under Management$16M
Clients27
Advisors1
Avg. per Client$570K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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