Targeted Financial Services, LLC
Assets Under Management
$298.5M
Number of Clients
464
Number of Advisors
3
Avg. Portfolio per Client
$643K
Avg. Managed per Advisor
$99.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Targeted Financial Services (TFS) offers financial planning, consulting, and investment management. TFS helps clients identify financial and estate goals, create strategies, and choose investments and insurance to meet those needs. TFS manages investments like mutual funds, ETFs, stocks, bonds, and options. TFS also advises on investments within variable annuities and employer-sponsored retirement plans. TFS tailors its advice to each client's situation and goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee varies between 0.50% and 1.50%, depending upon the market value of the assets under management and the type of investment management services to be rendered. TFS, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Areas of Practice
Location
5666 Seminole Blvd, Suite 146, Seminole, FL, 33772