TABR Capital Management is a registered investment advisor that offers investment management, financial planning, and consulting services. Founded in 2004 and based in Orange, California, TABR specializes in tactical risk management, utilizing technical analysis, trend-following models, and relative strength strategies to manage equity and fixed income portfolios primarily using mutual funds and exchange-traded funds. The firm's investment philosophy emphasizes downside protection and risk mitigation, particularly for clients drawing retirement income. TABR tailors its portfolios to individual risk profiles (Conservative, Moderate, and Aggressive) and requires a general minimum portfolio size of $500,000, though exceptions may be made based on specific criteria. In addition to portfolio management, TABR provides comprehensive financial planning covering retirement, education, estate, taxes, and insurance by collaborating with outside professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3M+ | 0.95% |
Fees are negotiable based on anticipated future earning capacity, future additional assets, dollar amount of assets, related accounts, account composition, pre-existing client status, account retention, and pro bono activities.