Overview
- Headquarters
- Savannah, GA
- Total Firm Assets
- $2.0 billion
- Average High-Net-Worth Client Portfolio Size
- $3.8 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: TFG ADV BROCHURE 2026 (2026-03-27) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.90% |
| $3,000,001 | $5,000,000 | 0.70% |
| $5,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | $20,000,000 | 0.50% |
| $20,000,001 | $40,000,000 | 0.40% |
| $40,000,001 | $60,000,000 | 0.35% |
| $60,000,001 | $80,000,000 | 0.30% |
| $80,000,001 | $100,000,000 | 0.25% |
| $100,000,001 | and above | 0.20% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $42,000 | 0.84% |
| $10 million | $72,000 | 0.72% |
| $50 million | $237,000 | 0.47% |
| $100 million | $382,000 | 0.38% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 66.96%
- Number of High-Net-Worth Clients
- 350
- Total Client Accounts
- 1,726
- Discretionary Accounts
- 1,710
- Non-Discretionary Accounts
- 16
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 221530
- TFG ADV BROCHURE 2026 (2026-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗