Aimee Baehr is a CFP-designated registered investment advisor at Ta Capital Management, LLC, based in New York, NY, with 12 years of industry experience. Aimee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 87 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee for asset management services is typically 1.00%. However, fees charged for our services are negotiable based on the investment adviser representative providing the services, the complexity of the client's situation, the composition of the client's account (i.e., equities versus mutual funds) the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client. Fees for wealth management services are waived for those clients who are also clients of TA Capital's affiliated firm, Total Alignment Wealth Advisors, and who subscribe to their Private Family Office with Analytics offering do not pay a fee to TA Capital Management.
Fee Estimator
Location
5 Penn Plaza, 19th Floor, New York, NY, 10001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aimee owns TA Additional Administrative Services, LLC, a home-based company providing clerical and administrative non-investment related services. She spends minimal time on this business.
Employment History
Current Registrations
Ta Capital Management, LLC
Total Alignment Wealth Advisors, LLC
Previous Registrations
Ta Capital Management, LLC
State Registrations3 states
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