Assets Under Management
$97.9M
Number of Clients
257
Number of Advisors
8
Average Client AUM
$381K
AUM per Advisor
$12.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Talon Private Wealth offers comprehensive financial planning and portfolio management services. Financial planning covers net worth, cash flow, tax, insurance, and retirement. Portfolio management involves creating individualized portfolios based on model portfolios and TAMPs. They also offer retirement plan consulting and estate planning services.
11974 County Road 101, Suite 103, The Villages, FL, 32162