T/R Financial Management Group, Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,650,896
Total clients
72
15% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
36
Average account size
$328,485
Client services
Fee options
$0 - $100,000: 2.00% per year $100,000 - $500,000: 1.50% per year $500,000+: 1.25% per year
$100 to $250 per hour for financial planning services, negotiable
Account minimum: $250,000 Fee-only: Investment management fees based on tiered percentage of assets under management; financial planning charged hourly.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Forms ADV
Quick links
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