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
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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Kelli works as a non-producing registered representative focused on financial planning for DDD Partners dba Tschetter Group since 2019. This wealth management role takes nearly full-time hours.