Trust Advisory Group Ltd
Assets Under Management
$494.4M
Number of Clients
1,119
Number of Advisors
23
Average Client AUM
$442K
AUM per Advisor
$21.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Trust Advisory Group, LTD (TAG) offers discretionary asset management, non-discretionary advisory services, and planning/consulting services through Financial Advisors. TAG is affiliated with StoneX Group Inc. and its subsidiaries. Services are offered through StoneX Wealth Management, TAG, and Financial Advisor's DBAs.
Fee Structure
Fees for asset management services are negotiated between you and your Financial Advisor, with a maximum of 2.00% annually (1.50% for Annuity Allocations). There's a minimum annual fee of $200 ($300 for UMA accounts). The American Funds F2 Direct-at-Fund Platform has a fixed fee of 0.75%. Financial consulting is available at an hourly or fixed rate. Fees are deducted from your account or billed directly.
Areas of Practice
Location
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243