Taglich Brothers is an investment advisory firm that provides investment advice and portfolio management through a wrap fee program. Taglich tailors its advice to clients' individual investment goals, time horizons, investment objectives, and risk tolerance. Taglich may provide some financial planning services incidental to the advisory services to some of its clients. Taglich does not take custody of client funds or securities.
Assets Under Management$45M
Clients190
AdvisorsN/A
Avg. per Client$240K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable depending on individual client circumstances. Excludes cash, money market funds, restricted securities, and non-public investments.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.