Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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
10300 Alliance Rd, Suite 460, Cincinnati, OH, 45242
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