Tapparo Capital Management offers custom-tailored investment advice and portfolio management services. They work with clients to understand their financial situation, investment objectives, and risk profile. Tapparo Capital Management may manage accounts with or without the client's prior approval for each trade. The firm primarily advises on stocks, ETFs, mutual funds, and bonds.
Assets Under Management$83M
Clients103
Advisors1
Avg. per Client$800K
Avg. per Advisor$83M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.60% |
Annual fee may be negotiable. In limited circumstances, asset management services may be offered for a fixed fee for portfolios containing mutual funds only, ranging between $2,000 and $5,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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