TGA Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TGA Capital Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. In addition to asset management and written financial plans, the firm coordinates tax and estate planning work and makes insurance solutions available through an affiliated insurance firm (The Green Agency) that operates separately from its advisory services.
The firm implements portfolios primarily through strategic asset allocation and separate account management, using a fixed-income and dividend-driven core with secondary satellite positions in equities and ETFs; most accounts are managed on a discretionary basis and documented by individualized investment policy statements, periodic reviews and net worth statements. TGA also issues subscription periodicals and special reports and offers a mix of billing arrangements, including percentage-of-AUM, hourly, retainer and flat-fee engagements.
TGA is atypical among similarly sized supported firms because it discloses formal affiliations with pension consultants and actuarial providers, historical connections to broker-dealers, and an affiliated insurance company, which it uses to coordinate broader planning and implementation. The firm also discloses that it directly or indirectly compensates for some client referrals and provides client-facing educational materials and special reports, practices that are less common in its peer group.
Client services
Expertise
Fee options
Financial planning fee minimum $350, negotiable; retainer agreements may be priced based on complexity; flat fees for financial plans.
$0 - $100,000: 2.00% annually (equities) $100,001 - $150,000: 1.85% annually (equities) $150,001 - $250,000: 1.50% annually (equities) $250,001 - $350,000: 1.25% annually (equities) $350,001 - $500,000: 1.00% annually (equities) $500,001 - $1,000,000: 0.95% annually (equities) $1,000,000 - $1,500,000: 0.85% annually (equities) $1,500,001+: 0.50% annually (equities) $0 - $100,000: 1.80% annually (fixed securities) $100,001 - $150,000: 1.66% annually (fixed securities) $150,001 - $250,000: 1.35% annually (fixed securities) $250,001 - $350,000: 1.12% annually (fixed securities) $350,001 - $500,000: 0.90% annually (fixed securities) $500,001 - $1,000,000: 0.855% annually (fixed securities) $1,000,000 - $1,500,000: 0.76% annually (fixed securities) $1,500,001+: 0.50% annually (fixed securities)
Hourly planning services at $100 per hour for limited scope engagements; follow-on implementation work $100/hour.
Account minimum: $50,000.00 Minimum fee: Minimum annual fee of $600 for clients receiving ongoing asset management services; minimum annual fee $500 negotiable. Fee-only: Financial planning fees minimum $350, negotiable; hourly planning rate $100/hour; flat fees for financial plans and retainers negotiable.
Main office
25 Braintree Hill Office Park
Braintree MA 02184, United States
Offices (2)
Most active in
Massachusetts
Also doing business as
Tga Capital Management · The Green Agency · The Green Agency,Dba
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Michael G
Series 63
Plymouth, MA
TGA Capital Management
Michael Green is a financial advisor with TGA Capital Management in Plymouth, MA, holding a Series 63 designation and 31 years of industry experience. He has been associated with The Green Agency since 1987 and Michael D Green Insurance Associates since 1982. TGA Capital Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic asset allocation with a fixed-income and dividend-driven core, supplemented by equities and ETFs, and offers coordinated tax, estate, and insurance planning through affiliated entities.
Thomas R
Series 63, Series 65
Hyannis, MA
TGA Capital Management
Thomas Ryder Jr. is a financial advisor with TGA Capital Management in Hyannis, MA, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Thomas F. Ryder & Associates Inc since 1975 and has been involved with The Green Agency since 2008. In addition to his advisory roles, he is also an insurance agent. TGA Capital Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic asset allocation and separate account management, primarily using fixed-income and dividend-driven core portfolios supplemented by equities and ETFs.
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