TIAS Planners manages investment portfolios based on clients' individual needs, goals, and risk tolerance. They also offer long-term comprehensive financial planning, which includes creating a financial plan and providing ongoing assistance with implementation. This planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. TIAS also offers short-term financial planning for specific issues.
Fee Structure
TIAS Planners manages investment portfolios for a fee based on the value of your account. The annual fee ranges from 0.35% to 1.25%, charged quarterly. The exact fee depends on the investment strategy and the size of your account. Clients with at least $500,000 under management receive comprehensive financial planning at no additional cost.