Taurus Capital Advisors is an independent, fee-only firm offering investment and financial planning services. They manage portfolios using index funds and factor-based funds, aiming for low-cost, tax-efficient diversification. They also provide wealth planning services covering retirement, succession, tax, and estate planning. Tax preparation services are available through affiliated CPAs. Taurus Capital tailors its services to individual client needs, developing personalized investment strategies and financial plans.
Assets Under Management$170M
Clients272
Advisors4
Avg. per Client$610K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
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 amount of household account management, but will never exceed the amounts in the schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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