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 Charitable Giving, Divorce Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 31 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Family Office negotiates investment management fees on a case-by-case basis depending on factors such as portfolio complexity, financial situation, net worth, and required planning. Fees generally range between $50,000 and $300,000 per year, and are billed monthly or quarterly in advance.
Location
9990 Coconut Road, Suite 225, Bonita Springs, FL, 34135
Get directionsHistory
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 →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Adam Bock, ChFCState Farm Investment Management CORP.
- Elizabeth Berg, CFPStrategic Advisers LLC
- Steven Williams, ChFCState Farm Investment Management CORP.
- Christopher Mikes, CFAThe Investment Advisory Office of Christopher Mikes, P.A.
- Paul Stonge, ChFC
- Norman Santori, CFP, ChFCSantori & Peters