Tax Pro Advisor offers asset management and financial planning services to individuals, families, businesses, trusts, estates, and charitable organizations. Tax Pro emphasizes personalized service and communication. They work with clients to determine their financial circumstances, investment goals, and risk tolerance to tailor a suitable portfolio. Tax Pro may also recommend outside money managers.
Assets Under Management$660K
Clients4
Advisors1
Avg. per Client$170K
Avg. per Advisor$660K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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