TABR Capital Management provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, and other entities. TABR uses technical analysis and risk management models to manage investments, primarily using mutual funds and exchange-traded funds (ETFs). TABR works with clients to determine their risk tolerance and investment goals, tailoring its services to their individual needs. TABR may recommend the services of other professionals, but clients are not obligated to use them.
Assets Under Management$230M
Clients239
Advisors2
Avg. per Client$970K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3M+ | 0.95% |
TABR may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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