Tamar Securities, operating as 911 Financial Services and Firefighters United Financial Services, offers investment advisory services to individuals, pensions, profit sharing plans, trusts, estates, corporations, and other organizations. Services begin with a review of each client’s personal criteria, including their goals, needs, risk tolerance, and income needs. Tamar Securities offers discretionary portfolio management and standalone financial planning and consulting services.
Fee Structure
Tamar Securities charges a percentage of your portfolio each year for investment management services, billed quarterly in advance. The specific percentage depends on the investment strategy used:
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Growth Market Value Securities (GMVS®), Total Asset Fund (TAF®), Total Asset Market (TAM®), Market Value Securities (MVS®), Total Asset Value (TAV®) (ua) Ultra Aggressive, TAV (a) Aggressive and TAV (ma) Moderately Aggressive:
- First $500,000: 2.25%
- Next $500,000: 1.75%
- Over $1,000,000: 1.25%
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Fixed Income Portfolios (FIP®):
- First $500,000: 0.75%
- Next $500,000: 0.65%
- Over $1,000,000: 0.55%
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TAV® (FIP®):
- First $500,000: 1.20%
- Next $500,000: 0.98%
- Over $1,000,000: 0.76%
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TAV® (a) Aggressive (FIP®):
- First $500,000: 1.80%
- Next $500,000: 1.42%
- Over $1,000,000: 1.04%
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TAV® (ma) Moderately Aggressive (FIP®):
- First $500,000: 1.65%
- Next $500,000: 1.31%
- Over $1,000,000: 0.97%
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TAV® (FIP®) International:
- First $500,000: 1.43%
- Next $500,000: 1.15%
- Over $1,000,000: 0.87%
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TAV® (a) Aggressive (FIP®) International:
- First $500,000: 1.67%
- Next $500,000: 1.33%
- Over $1,000,000: 0.98%
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TAV® (ma) Moderately Aggressive (FIP®) International:
- First $500,000: 1.58%
- Next $500,000: 1.26%
- Over $1,000,000: 0.94%
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FIP® MVS® Hybrid:
- First $500,000: 1.43%
- Next $500,000: 1.15%
- Over $1,000,000: 0.87%
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MVS® FIP® A:
- First $500,000: 1.80%
- Next $500,000: 1.42%
- Over $1,000,000: 1.04%
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MVS® FIP® MA:
- First $500,000: 1.65%
- Next $500,000: 1.31%
- Over $1,000,000: 0.97%
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Cash Management:
- $0 to $10,000,000: 0.25%
- $10,000,001 to $20,000,000: 0.15%
- Over $20,000,000: 0.10%
Fees may be negotiable in limited circumstances.