Tara Financial Group provides financial planning and investment management services. Advice covers financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Tara Financial Group is a fee-only advisor but also sells commissioned products through Osaic Wealth, Inc. Clients make the final investment decisions. The firm provides a written evaluation and periodic reviews.
Assets Under Management$4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for all asset levels. The minimum annual fee is $2500 and is also negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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