TGF Assets offers investment advisory services including portfolio management and financial planning. Portfolio management is offered through wrap accounts and regular accounts, managed according to the client's goals and risk tolerance. Financial planning covers retirement, estate, investment, insurance, tax, education, and business planning. TGF Assets also offers non-advisory services like tax preparation and mortgage consulting.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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