Tcfg Investment Advisors, LLC

TCFG Investment Advisors, LLC is a registered investment adviser with the SEC, established in December 2012 and based in Laguna Niguel, California. The firm offers individual portfolio management services on a discretionary or non-discretionary basis, with a fiduciary duty to act in the client's best interests. The firm provides services through both Wrap fee accounts and non-Wrap fee accounts, with a minimum account value policy of $25,000 for Wrap fee accounts. Fees are based on a percentage of assets under management, with an additional fee of 0.095% for Wrap fee accounts. The firm does not charge performance-based fees and may negotiate lower fees on a client-by-client basis. TCFG does not vote proxies on behalf of clients and does not engage in principal transactions or agency cross transactions. The firm has a Code of Ethics in place to ensure high ethical standards and compliance with securities laws. TCFG does not compensate individuals for client referrals and does not receive economic benefits other than client fees. The firm reviews client accounts at least annually and does not require payment of fees in advance exceeding $1,200 per client. TCFG has not been subject to a bankruptcy petition in the past 10 years.