Targeted Equity Consulting Group offers ongoing portfolio management services based on each client's individual goals, time horizon, and risk tolerance. Targeted Equity Consulting Group creates an investment policy statement for each client and constructs a plan to aid in portfolio selection. Services include investment strategy, asset allocation, asset selection, risk tolerance evaluation, and regular portfolio monitoring. The firm generally limits its investment advice to equities and non-United States securities, though other securities may be used to diversify portfolios. Additionally, Targeted Equity Consulting Group provides consulting services to employee benefit plans and pension plans. Targeted Equity Consulting Group does not have trading authority to make trades without asking first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees for equities range from 0.10% to 1.00% and fixed income ranges from 0.10% to 0.50%. Qualified clients may also pay an annual fee up to 1.00% plus performance fees of 15% on capital appreciation. Fees are generally negotiable.