Tpg Solutions Advisors
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Overview
Tpg Solutions Advisors is a financial advisory company headquartered in Fort Worth, Texas. The firm controls $3.9 billion in assets over 16 accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). Tpg Solutions Advisors has a small group, including 16 financial advisors. Tpg Solutions Advisors does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial investments like options, equities and bonds.
Tpg Solutions Advisors manages all of the company's accounts in a discretionary manner. Discretionary management signifies that buy and sell choices are made by an investment advisor without requiring client authorization. Tpg Solutions Advisors's typical account size is $243.3 million. An average advisor at Tpg Solutions Advisors manages around one client account, making it one of the most personalized firms in the country.
The company's main office is at 301 Commerce Street, Fort Worth, Texas 76102. The firm is legally registered to provide services to investors throughout a number of states, including California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Tpg Solutions Advisors by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$3.9 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
16
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
16
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$243.3 million
Fee Structure
Fees for financial advice largely vary depending on which services the firm provides the client. Fees charged by the company most likely are comprised of some combination of the following fee structures: asset-based or other. The company does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Tpg Solutions Advisors works with pooled investment vehicles. Out of its 16 customers, Tpg Solutions Advisors's largest client type by number of accounts is pooled investment vehicles. Around 81% of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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
Tpg Solutions Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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