Transamerica Financial Advisors, LLC
Assets Under Management
$1.7B
Number of Clients
42,440
Number of Advisors
1031
Average Client AUM
$41K
AUM per Advisor
$1.7M
Compensation
Fee-Only (AUM)
About This Firm
Transamerica Financial Advisors, LLC (TFA) is a registered investment advisor and broker-dealer. They offer access to third-party money managers, wrap fee programs, risk-based allocations, and a digital advice program. TFA's advisors collect financial information to determine client needs and provide investment recommendations. TFA does not provide legal, tax or accounting advice.
Fee Structure
TFA offers various advisory programs with different fee structures. Fees are negotiable with your advisor. The total program fee depends on the selected model portfolio and advisor fee. Clients may incur additional charges from third parties, such as mutual fund fees. Minimum annual account fees apply to TFA365 Advisory Program accounts that fall below the applicable program account minimum: Strategist Program and Unified Managed Account Program: $35, Separately Managed Account Program: $150.
Areas of Practice
Location
Two Liberty Place, 50 South 16th Street, Suite 3700, Philadelphia, PA, 19102