Tmg Wealth Advisors, INC.
Assets Under Management
$29.3M
Number of Clients
35
Number of Advisors
1
Average Client AUM
$836K
AUM per Advisor
$29.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
TMG Wealth Advisors is a Registered Investment Advisor offering comprehensive financial planning services, primarily for individuals and small-business owners. They use a ‘Values-Based Financial Planning ™’ methodology. Services include a written financial plan, progress reports, and proactive planning. They are an independent RIA firm and select investments appropriate for their clients. They use Advisory Managed Portfolios and Third-Party Managed Accounts through Osaic Wealth, Inc.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2500.00% |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.33% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $25.0M | 0.90% |
| $25M+ | 0.65% |
Fees for larger accounts may be negotiable.
Fee Estimator
The firm charges an initial financial implementation plan fee of $3,000 without legal services or $4,000-$5,500 with legal services. Ongoing management fees are based on assets under management. Financial advice may be provided for $150/hour. There is no minimum dollar amount required to invest. The fee schedule only applies to accounts held with Osaic Wealth, Inc. Fees for larger accounts may be negotiable.
Areas of Practice
Location
14631 SW Millikan Way, Suite 68, Beaverton, OR, 97003-2999