Andrew Tapparo is a registered investment advisor at Tapparo Capital Management, based in Topsfield, MA, with 27 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 103 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.60% |
Annual fee may be negotiable. In limited circumstances, asset management services may be offered for a fixed fee for portfolios containing mutual funds only, ranging between $2,000 and $5,000.
Fee Estimator
Location
Topsfield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tapparo Capital Management
State Registrations2 states
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