TKG Wealth Advisers provides investment management services tailored to individual client needs. TKG Wealth uses questionnaires and reviews client information to understand their risk tolerance, time horizon, and investment needs. The firm offers ongoing services to individuals, high net-worth individuals, families, pension and profit-sharing plans, and businesses. TKG Wealth also offers financial planning, retirement plan consulting, strategic planning, and investment policy development services.
Assets Under Management$69M
Clients163
Advisors5
Avg. per Client$420K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual asset management fee is up to 1.75% of the value of the assets held in the client’s account(s). Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...