Anastasia Taber is a CFP-designated registered investment advisor at Taber Asset Management L.L.C., based in Alexandria, VA, with 4 years of industry experience. Anastasia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 102 clients with $110M 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 $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.48% |
| $25.0M - $50.0M | 0.46% |
| $50.0M - $75.0M | 0.44% |
| $75.0M - $100.0M | 0.42% |
| $100M+ | 0.40% |
Advisory fees are negotiable. Certain clients with pre-existing relationships may initially be charged fees which are less than those set out above.
Fee Estimator
Location
2000 Duke Street, Suite 300, Alexandria, VA, 22314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Taber Asset Management L.L.C.
State Registrations2 states
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