Tara Budlong
Tara Budlong is a registered investment advisor at Strategicpoint Investment Advisors LLC, based in Providence, RI, with 10 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 706 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
294 West Exchange Street, Providence, RI, 02903-1004
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tara has been a licensed insurance agent since 2012, selling annuities, life insurance, and other insurance products, dedicating minimal time to this activity. She also works as a delivery driver for Door Dash, spending about 10-20% of her time delivering food during nighttime hours.
Employment History
Current Registrations
Strategicpoint Investment Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.