Taurus Capital Advisors is an independent registered investment advisor based in Lake Oswego, Oregon, offering professional investment management, wealth planning, retirement planning, and tax planning services to individuals, families, and institutions. Founded in 2005 by Gregory G. Saliba, Taurus Capital operates as a fee-only firm, meaning they sell no products and collect no commissions. The firm builds low-cost, tax-efficient, and diversified portfolios primarily using index funds, factor-based funds, and U.S. Treasury exchange-traded funds, tailored to each client's age, risk tolerance, and goals. Taurus Capital provides comprehensive financial planning either as part of an investment management relationship or through a separate agreement. For clients with managed assets under $750,000, an annual minimum fee applies which covers both investment management and planning services. The firm also offers hourly consulting for specific financial projects and tax preparation services through licensed Certified Public Accountants. Taurus Capital manages assets on both a discretionary and non-discretionary basis and holds client assets with qualified custodians such as Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable based on investment strategy and household account management size. Accounts under $750,000 are subject to an annual minimum fee of $7,500 covering both planning and management.
