Timothy Taussig is a registered investment advisor at Epoch Investment Partners, INC., based in New York, NY, with 18 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 757 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TD Epoch's investment advisory fees are based on a percentage of the value of your portfolio and/or a performance-based fee. The specific percentage varies depending on the investment strategy and the amount you invest. These fees do not include custodian fees, mutual fund expenses, or brokerage costs.
Location
640 5th Avenue 18th Floor, New York, NY, 10019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Epoch Investment Partners, INC.
State Registrations1 state
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