Tcfg Investment Advisors, LLC
Assets Under Management
$575.1M
Number of Clients
2,344
Number of Advisors
29
Average Client AUM
$245K
AUM per Advisor
$19.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TCFG Investment Advisors is an SEC-registered investment advisor offering various investment advisory services through its registered advisors. Services include individual portfolio management (discretionary or non-discretionary), model portfolio management (discretionary only), financial planning, and consulting services. They use Pershing, Charles Schwab, and ETC as custodians. The firm's principal owner is Certus Financial Group, LLC.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a Client-by-Client basis.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets under management, determined on a client-by-client basis, not exceeding 2.25%. If a third-party money manager is used, clients will incur a separate fee charged by that manager. Financial planning and consulting fees are either flat ($500-$10,000) or hourly ($175-$250/hour). Flat fees can also be calculated as a percentage of assets under management (0.20%-0.50%).
Areas of Practice
Location
28202 Cabot Rd, Suite 300, Laguna Niguel, CA, 92677