Tax Efficient Asset Management Solution (TEAMS) provides financial and estate planning illustrations to wealthy individuals and corporate clients. TEAMS professionals use software to develop plans that reduce or eliminate taxes and help clients achieve their financial goals. TEAMS offers services in phases, starting with goal clarification and analysis of current strategies, followed by tactical or comprehensive planning and implementation. TEAMS also drafts investment policy statements and provides active management of fiduciary issues while delegating asset management decisions to third party asset managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.15% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 0.85% |
The above fee schedule is for clients working with CPA and other third party firms. Standard investment management fees are: - 1.00% annually on the first $2,000,000 - 0.85% annually on assets between $2,000,000 and $5,000,000 - 0.75% annually on assets between $5,000,000 and $10,000,000 - 0.60% annually on assets between $10,000,000 and $25,000,000 - 0.55% annually on assets over $25,000,000