Tamara Surratt is a registered investment advisor at Legacy Family Office, LLC, based in Bonita Springs, FL, with 19 years of industry experience. Tamara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Tax Planning. Their firm serves 14 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Family Office primarily recommends third-party investment advisors to manage your investments. They will monitor the performance of these advisors. Legacy Family Office also offers discretionary portfolio management services. The fees for Legacy Family Office are negotiated on a case-by-case basis and generally range between $50,000 and $300,000 per year. In some cases, they may charge higher or lower fees.
Location
9990 Coconut Road, Suite 225, Bonita Springs, FL, 34135
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tamara manages Tarino Investments, LLC, a single-member LLC holding cash for future real estate investments, since 2010. She spends negligible time on this activity during trading hours.
Employment History
Current Registrations
Legacy Family Office, LLC
Previous Registrations
Eton Advisors
Pathstone Family Office, LLC
Legacy Family Office, LLC
LPL Financial Corporation
State Registrations2 states
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