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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.40% |
| $40.0M - $60.0M | 0.35% |
| $60.0M - $80.0M | 0.30% |
| $80.0M - $100.0M | 0.25% |
| $100.0M - $120.0M | 0.20% |
| $120M+ | 0.20% |
In certain circumstances, such as concentrated holdings with low cost basis (which will not be traded frequently), the nature of the particular duties involved with account management, length or nature of client relationship, or other unique factors, our fees are negotiable. Advisory fees for certain family members are discounted or, for immediate family, waived.
Fee Estimator
TFG charges an annual investment management fee based on a percentage of assets under management, billed quarterly. The minimum annual fee is $5,000 per client relationship ($1,250 per quarter). Bill pay services are available for a fixed fee, starting at $150 per quarter, depending on the amount of work involved. Financial planning services are included in the asset management fee for investment advisory clients.
Areas of Practice
Advisor Information
Office location
310 Commercial Drive, Savannah, GA, 31406-3682
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.
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Kyle is a Captain in the U.S. Navy Reserve, supervising and training personnel. This takes about 10-20% of his time.