Tackett Wealth Management offers investment management and financial planning services, primarily to retirees and small business owners. They operate as an independent, fee-only registered investment advisor, legally required to act in your best interest. Tackett Wealth Management's investment strategies are based on academic research, favoring smaller companies and value stocks with broad diversification. They recommend low-cost mutual funds and exchange-traded funds and avoid products with commissions.
Assets Under Management$62M
Clients53
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
All fees and minimums are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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