Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TAG charges fixed or hourly fees for financial planning and consulting, ranging from $250 to $25,000 or $150 to $500 per hour, depending on the service's scope and complexity. Investment management fees can be up to 1.75% annually, based on portfolio size, services rendered, and the individuals providing the services. The firm may negotiate lower fees based on various criteria. Clients also incur third-party charges like brokerage commissions and custodial fees.
Areas of Practice
Advisor Information
Office location
192 Ballard Court, Suite 400, Virginia Beach, VA, 23462
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is involved in several business activities, including working as an associate at Alera Group, serving as an IAR at The Ascent Group, and owning Summit Group of Virginia, LLP. He also dedicates about 10-20% of his time to insurance sales as a sole proprietor.