Tingey Financial Group (TFG) specializes in managing investment portfolios for individuals and institutions. TFG aims to help clients achieve their investment goals through personalized strategies. TFG offers three investment objectives: Growth, Balanced, and Income, each with different asset allocations. TFG may also provide advice to trustees and participants of non-discretionary portfolios such as 401(k) plans.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Investment management fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...