Tcg Advisors, LLC A Hub International Company

CRD#307956
Investment Advisor Firm

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Learn more about Tcg Advisors, LLC A Hub International Company

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

    • Overview

    Tcg Advisors, LLC A Hub International Company is located at 900 S. Capital Of Tx Highway, Austin, TX. The firm employs 50 financial advisors to manage client portfolios and provide financial guidance. Tcg Advisors, LLC A Hub International Company is not a registered broker-dealer.

    Tcg Advisors, LLC A Hub International Company oversees $7.3 billion in assets under management across 2,202 accounts, of which 2,168 are discretionary and 34 are non-discretionary. Over the past year, the firm has provided financial planning services to 1,000 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The firm caters to retail investors, high net worth investors, banking institutions, investment companies, charitable organizations, state or municipal government entities, and corporations, with retail investors being the largest client type by accounts. The fee structure at Tcg Advisors, LLC A Hub International Company includes asset-based, fixed, and performance-based fees. The firm has 437 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, an insurance company or agency, and a pension consultant.

    Tcg Advisors, LLC A Hub International Company is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $7.3 billion

    Number of Advisors

    50

    Disclosures

    No

    Office Location

    900 S. Capital Of Tx Highway
    Austin, TX 78746

    Tcg Advisors, LLC A Hub International Company by the Numbers

    Total Assets Under Management

    $7.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    50

    National Average: 64
    Total Number of Accounts

    2,202

    National Average: 375,227
    Average Account Size

    $3.3 million

    National Average: $23.0 thousand
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    Products and Services

    Tcg Advisors, LLC A Hub International Company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. In the prior fiscal year, Tcg Advisors, LLC A Hub International Company provided financial planning services to 1000 of its customers. The Firm does sell products or offer services apart from investment advice to its 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

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    A financial advisor's fees usually are based on the type of financial services provided. Fees charged by Tcg Advisors, LLC A Hub International Company likely include any combination of the following fee structures: asset-based, fixed, or performance-based.

    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 26% of firms

      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.

    • 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 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

    The firm does business with a broad range of investors. The firm works with retail investors, high net worth investors, banking institutions, investment companies, charitable organizations, state or municipal government entities, corporations, and other. Out of its 8 clients, Tcg Advisors, LLC A Hub International Company's largest client group by number of accounts is state or municipal government entities, but it also caters to 437 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 19.85%
    • Other Individuals - 60.85%
    • Corporations - 19.03%
    • Charitable Organizations - 0.27%

    * 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

    Tcg Advisors, LLC A Hub International Company does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Tcg Advisors, LLC A Hub International Company

    Eric Williams
    Naples, FL
    George Feid
    Sharon, MA
    Cristhian Gonzales
    Austin, TX
    Jensen Lorea
    Bethesda, MD
    Ryan Canales
    San Antonio, TX
    Dennis Bielik
    Austin, TX
    Garrett Adams
    Austin, TX
    Alexander Garcia
    Austin, TX
    John Sturgis
    Austin, TX

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    The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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