Tschetter Group
Assets Under Management
$2.1B
Number of Clients
451
Number of Advisors
10
Average Client AUM
$4.7M
AUM per Advisor
$213.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Tschetter Group offers asset management and investment consulting services, including comprehensive portfolio management and standalone financial planning. They utilize various investment strategies and proprietary models tailored to client's risk tolerance and financial goals. They also manage a private fund.
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
Location
2155 112th Ave Ne, Bellevue, WA, 98004