Tsg Advice Partners, LLC

CRD#305999
Investment Advisor Firm

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Learn more about Tsg Advice Partners, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Tsg Advice Partners, LLC is an advisory firm that has its headquarters in Columbus, Ohio. Tsg Advice Partners, LLC has $482.9 million in assets under management throughout 2,853 customer accounts, placing it among the bigger firms in the country by assets under management (AUM). The firm has a small group, including 10 financial advisors. Tsg Advice Partners, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as bonds, equities and options.

    Tsg Advice Partners, LLC administers all of the company's accounts in a discretionary manner. Discretionary management signifies that transaction decisions for the client's account are made by a portfolio manager without needing client consent. Tsg Advice Partners, LLC's typical account size is $169,264. The average advisor at Tsg Advice Partners, LLC manages about 285 client accounts.

    The firm's central office is at 349 W Nationwide Blvd, Columbus, Ohio 43215. It is registered to provide services to investors across 17 U.S. states and territories.

    Assets Under Management

    $482.9 million

    Number of Advisors

    10

    Disclosures

    No

    Office Location

    349 W Nationwide Blvd
    Columbus, OH 43215

    Tsg Advice Partners, LLC by the Numbers

    Total Assets Under Management

    $482.9 million

    National Average: $8.6 billion
    Total Number of Employees

    12

    National Average: 64
    Total Number of Accounts

    2,853

    National Average: 375,227
    Average Account Size

    $169.3 thousand

    National Average: $23.0 thousand
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    Products and Services

    Services provided by Tsg Advice Partners, LLC can include financial planning services and portfolio management for individuals and small businesses. In the last fiscal year, the company provided financial planning services to 101-250 of its clients. The firm does not sell products or offer services other than investment advisory services to its investment advisory customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Financial advisory fees usually vary depending on the type of services provided. However, fee types billed by the firm can consist of any blend of the following fee types: asset-based or fixed. The company does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It works with retail investors and high net worth investors. Out of its 2,853 accounts, Tsg Advice Partners, LLC's biggest client type by number of accounts is retail investors, but it also manages money for 215 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 3% of the firm's customers are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 22.61%
    • Other Individuals - 77.39%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Tsg Advice Partners, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Tsg Advice Partners, LLC

    Blake Farmer
    Columbus, OH
    Jonathan Roby
    Columbus, OH
    Misty Cherniss
    San Antonio, TX
    John Loveday
    Columbus, OH
    Alvin Asiamah
    Columbus, OH
    Angel Brown
    San Diego, CA
    Christopher Schumacher
    Columbus, OH
    Isao Shoji
    Columbus, OH
    Meghan Mader
    Columbus, OH

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