Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for Comprehensive Portfolio Management is 1.50%, negotiable and billed monthly in advance. A separate financial planning fee is charged when managing less than $500,000 of a client’s household assets. The minimum investment in the TG Private Market Opportunities Fund LP is $250,000, which may be waived. The management fee for Class A interests in the fund is 0.75% annually, payable quarterly in advance. The fund also pays an administrative fee of 0.25% annually, subject to a quarterly minimum of $9,000.
Areas of Practice
Advisor Information
Office location
2155 112th Ave Ne, Bellevue, WA, 98004
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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
David is a principal at DDD Partners, LLC dba Tschetter Group, providing investment advice and financial plans, dedicating full-time hours. He also works as an insurance agent, spending minimal time finding fixed insurance solutions for clients.