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 since 2019. The firm serves both individual/family and institutional clients and offers a mix of advisory and brokerage capabilities, including insurance brokerage, financial planning, discretionary portfolio management, pooled-vehicle management, pension consulting, and selection of other advisers. Fee arrangements are flexible, spanning percentage-of-AUM, hourly, and fixed-fee structures. The firm describes itself as a capital allocator, acts as sponsor/GP/managing member for pooled vehicles, and identifies as an active ESG investor. Tschetter Group appeared on Forbes’ Top RIA Firms list in 2024.