TGB Asset Management, LLC is a registered investment advisor founded in May 2026 and based in Jupiter, Florida. Led by founder and Chartered Financial Analyst Thomas Bates, TGB offers personalized wealth management services that combine ongoing investment portfolio management with integrated financial planning. The firm builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and government securities, applying principles from Modern Portfolio Theory. TGB operates as a fee-only firm, meaning compensation comes solely from client advisory fees rather than commissions or product sales, helping to reduce potential conflicts of interest. The firm tailors its services to individual client goals, risk tolerance, and tax considerations, and allows clients to place reasonable restrictions on the types of securities held in their accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable.