Tax Advantage Advisors (TAA) offers financial planning and investment advice. TAA gathers your financial information to provide analysis and recommendations. TAA offers asset management services, providing ongoing supervision over your accounts. TAA also manages variable annuity or variable life contracts. Financial planning services are offered to existing asset management clients and can cover cash flow, tax, education, retirement, and estate planning. TAA tailors its advisory services to individual needs.
Assets Under Management$68M
Clients151
Advisors1
Avg. per Client$450K
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is negotiable. The same fee applies to both asset management services and variable sub-account management services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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