Talley Financial offers personalized financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Talley Financial provides advice on financial objectives, cash flow management, insurance review, investment management, education funding, retirement planning, and estate planning. Talley Financial is a fee-only firm and does not sell commissioned products.
Assets Under Management$13M
Clients102
Advisors1
Avg. per Client$130K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.56% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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