Tallac Corporation, operating as Alvarado Management Company, offers investment advice and manages individual client accounts. Tallac requires a minimum of $1,000,000 to open an account, but may waive this. Tallac has the authority to make investment decisions for clients. Tallac invests primarily in common stocks using fundamental analysis. Clients receive quarterly performance reports, and monthly reports are available upon request.
Assets Under Management$3.6M
Clients2
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Tallac Corporation charges an annual fee between 1% and 2% of the value of your portfolio. This fee is paid in two installments per year. Tallac also receives 20% of the net profits of the account as a performance fee.
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