Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
TMG's advisory fees range from 0.25% to 2.00% of assets under management. The standard fee schedule is 1.15% on the first $2,000,000, 0.75% on the next $8,000,000, and 0.50% on the balance over $10,000,000. Fees are generally debited directly from managed accounts quarterly. TMG generally has an account minimum size of $1,000,000 in assets under management for comprehensive services, but this may be waived. Tax preparation is included for clients with a minimum of $5,000,000 in AUM; otherwise, a fixed fee applies. Financial planning and family office fees vary and are quoted on an individual basis.
Areas of Practice
Advisor Information
Office location
Greenfield, IN
Get directionsRegulatory History
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