Total Compensation Group Investment Advisory Services, LP is a large advisory firm based in Austin. It manages $1.77 billion of regulatory assets for 1,165 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Arizona, California, and 22 other states.
Total Compensation Group Investment Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Total Compensation Group Investment Advisory Services, LP is $1.77 billion. The firm's AUM has grown by 2053% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Total Compensation Group Investment Advisory Services, LP for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, corporations or other businesses, and state or municipal government entities. The largest group of clients of Jeffrey Alan Montgomery is state or municipal government entities with 104 clients and $1.38 billion of assets under management. Among the 6 most similar advisory firms, Total Compensation Group Investment Advisory Services has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $1.76 billion for 639 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Total Compensation Group Investment Advisory Services also advises several private funds. Namely, one real estate fund and one other private fund. The minimum investment commitment required of non-related persons ranges from $35,000 to $50,000.
The company employs 22 people that are either part- or full-time employees. 91 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jeffrey Alan Montgomery has been acting as President since 1 May 2016. Kevin Blain Mcneill joined the executive team most recently as the Chief Financial Officer And Chief Compliance Officer.
The principal office where Total Compensation Group Investment Advisory Services, LP performs its advisory services is located at 900 S. Capital Of Texas Hwy, Austin, TX 78746, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-600-5221 or by fax 888-989-9247. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at the401kanswer.com.