Taconic Advisors is a fee-only financial planning firm offering personalized financial planning and investment advice to individuals and families. Taconic distinguishes itself by providing services to meet your investment needs, as well as tax and estate planning reviews, risk management, retirement planning, and business development needs. Taconic delegates investment management to a third-party registered investment advisor.
Fee Structure
Taconic Advisors uses a third-party registered investment advisor to manage client investments. The fee for this service is separate from Taconic's fee and is outlined in the third-party advisor's disclosure documents. The fee paid to the third-party advisor depends on the overall level of assets Taconic manages with them, not the size of your individual account.
