Tschetter Group

RIASEC RegisteredEst. 2019

Total AUM

$2.4B

Discretionary

$2.3B

98% of AUM

Avg account

$1.5M

Accounts

1,558

Employees

Advisory reps

Firm details

Headquarters: Bellevue, Washington
CRD number: 301548
Registered since: May 1, 2019
Website: tschettergroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.66%
State / Municipal Government13.33%
Individuals6.59%
Corporations / Businesses3.69%
Pooled Investment Vehicles3.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Tschetter Group is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm serves high-net-worth individuals, families and institutional clients, acting as a capital allocator and sponsor/manager of pooled investment vehicles in addition to delivering traditional advisory work. Its advisory services include financial planning, portfolio management for individuals and pooled vehicles, selection of other advisers and pension consulting, while the firm also operates as an insurance broker. Fee arrangements include percentage of AUM, hourly and fixed fees. Tschetter Group identifies as an active ESG investor and was named to Forbes’ Top RIA Firms list in 2024.