TPG FINANCIAL ADVISORS, LLC
Portland, Oregon
5.0
3 Reviews
TPG Financial Advisors, LLC is a highly regarded investment advisory firm based in Portland, OR. With 18 employees, including 7 dedicated investment advisors, the firm has established a strong presence in the financial industry. Known for their expertise in managing assets, TPG Financial Advisors maintains an impressive average of approximately $189,200,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure is diverse, offering clients flexibility in selecting their preferred payment method. Options include a percentage of assets under management, hourly charges, ...
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Assets Under Mgmt

$1.32B

Investment Professionals

7

Locations

0

% 401K & Individual

10%

% Discretionary

42%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pension consulting services
Educational seminars/workshops
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