Tara Nolan Advisory Services provides financial consulting and money management by selecting third-party money managers to manage client portfolios. They tailor their program to individual client needs through goal-setting and risk tolerance analysis. The firm also provides financial planning services for a fixed or hourly fee, separate from the asset management option. They work with high-net-worth individuals and businesses, generally requiring a minimum of $50,000 in assets under management, though this is negotiable.
Fee Structure
Tara Nolan Advisory Services manages client accounts through third-party money managers. The annual fee ranges from 0.25% to 2.5% of the assets managed by the third-party, depending on the size and complexity of the account. Smaller accounts pay a higher percentage than larger accounts, and fees are negotiable. Tara Nolan Advisory Services may receive a portion of this fee from the money manager or directly from the custodian.