TIP Group offers ongoing portfolio management and financial planning services tailored to each client's individual goals, time horizon, and risk tolerance. TIP Group creates a personalized investment policy statement for every client, guiding decisions around asset allocation, asset selection, and risk management. TIP Group limits its core investment recommendations primarily to mutual funds, fixed income securities, equities, exchange-traded funds, and commodities. Additionally, TIP Group can direct clients to third-party investment managers like AssetMark for specialized strategies. Beyond portfolio management, TIP Group provides comprehensive financial planning covering investment, insurance, tax concerns, retirement, college savings, and debt management. TIP Group serves individuals, high-net-worth individuals, and corporate entities, operating under a fiduciary standard of care for retirement accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
TIP Group charges up to 0.90% annually for portfolio management. When utilizing third-party managers like AssetMark, total fees may reach up to 1.05% for managed portfolios or up to 2.00% when including AssetMark proprietary funds.