Trg Investment Advisors, Llc

Trg Investment Advisors, Llc

Brattleboro, Vermont

4.4

17 Reviews

TRG Investment Advisors, LLC, based out of Brattleboro, VT, is a reputable small investment advisory firm. With a team of seven dedicated professionals, four of whom provide investment advisory services, they offer expert guidance in managing clients' financial portfolios. Each investment advisor at TRG Investment Advisors, LLC, boasts an impressive average of $2,760,000 in assets under management, showcasing their expertise in handling substantial financial portfolios. The compensation structure at TRG Investment Advisors, LLC, encompasses various types, including a percentage of assets under management and performance-based fee...see more

Assets Under Mgmt

$740.56M

Investment Professionals

4

Locations

1

% 401K & Individual

6%

% Discretionary

7%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees

Services Provided Section

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other: INSTITUTIONAL CONSULTING

Reviews for Trg Investment Advisors, Llc

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