Targeted Financial Services has been helping clients plan for their financial and estate goals since 2000. Led by Alan Rubin and James Payne, the firm offers comprehensive financial planning, consulting, and investment management services. Targeted Financial Services builds personalized portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and options, while tailoring strategies to each client's specific risk tolerance and goals. The firm primarily serves individuals, families, businesses, trusts, and retirement plans, and can manage accounts either by making trades directly or by working collaboratively with the client. In addition to investment management, Targeted Financial Services provides guidance on education funding, retirement income, cash flow, tax strategies, and estate planning in coordination with outside legal and tax professionals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fee varies between 0.50% and 1.50% depending on portfolio size and services. Fees are negotiable based on anticipated future earnings, account composition, and asset levels.