Tfg Advisors

TFG Advisors, based in Auburn Hills, Michigan, has been providing investment advisory services since September 2017. The firm is owned by George Michael Barnhart, Terry John Hirsch, and Paul David Reile. TFG Advisors offers Wealth Management Services to a select group of clients, providing customized financial plans to address individual financial needs and objectives. The firm also offers discretionary Asset Management Services, tailoring investment advice to meet clients' needs and objectives. Clients must grant TFG Advisors discretionary authority to manage their accounts, allowing the firm to make investment decisions on their behalf. Fees for asset management services are based on a percentage of assets under management, with a minimum fee of $1,875 per calendar quarter. TFG Advisors may also provide financial planning, consulting, and financial life planning services at a negotiable hourly rate. The firm does not accept performance-based fees or engage in side-by-side management. TFG Advisors offers investment advice on a variety of securities based on each client's specific financial situation and goals. Clients are responsible for exercising their right to vote on corporate actions and proxy voting. The firm does not vote proxies on behalf of clients. TFG Advisors does not have any disciplinary information to report and maintains strict privacy policies to protect clients' personal information. Clients receive quarterly performance reports and account statements from the custodian holding their assets. The firm does not receive compensation for client referrals and does not participate in class action lawsuits on behalf of clients. Clients may terminate the asset management agreement with 30 days' written notice.