TAG Associates provides portfolio management and financial advice to high-net-worth individuals, trusts, estates, and other entities. TAG offers comprehensive wealth management services, including tax planning, and portfolio management services. TAG selects investment managers, monitors their performance, and provides regular reports to clients.
Assets Under Management$7.1B
Clients103
Advisors1
Avg. per Client$69M
Avg. per Advisor$7.1B
Fee Structure
Minimum Investment:$10M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees may vary and are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...