Taber Asset Management offers investment management, asset management, wealth management, and financial planning services. As a registered investment advisor, Taber Asset Management is legally required to act in your best interest. They work with individuals, pension and profit-sharing plans, trusts, and corporations. They focus on understanding your goals and creating a plan to help you achieve them.
Assets Under Management$110M
Clients102
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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