Tavco Financial Advisory (TFA) offers customized investment advisory services. TFA primarily recommends unaffiliated third-party investment managers, but may recommend investing directly with a mutual fund company if it's in the client's best interest. TFA gathers financial information to customize services and monitors accounts to ensure the third-party manager aligns with client goals. TFA does not take custody of client assets.
Fee Structure
Tavco Financial Advisory recommends third-party money managers to manage your investments. You'll pay a fee to both Tavco Financial Advisory and the third-party manager. The total fee will not exceed 2% of your portfolio. Tavco Financial Advisory monitors your account to ensure the manager remains suitable. Fees are deducted directly from your account.