TAM Financial Advisors offers financial planning and investment management services tailored to individual client needs. This includes retirement, education, and estate planning, as well as small business retirement plan development. TAM develops individualized investment policy statements for each client and manages portfolios accordingly. TAM is a fee-only advisory firm.
Assets Under Management$170M
Clients92
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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