Talbot Financial, LLC offers ongoing asset management services based on your individual needs. They primarily use individual stocks and evaluate existing investments based on your goals, risk tolerance, and time horizon. Talbot Financial may recommend real estate investments through special purpose vehicles (SPVs) sourced by its majority owner, but cannot use discretionary authority to invest in these on your behalf. Clients must be accredited and qualified to invest in SPVs.
Assets Under Management$1.3B
Clients269
Advisors2
Avg. per Client$5M
Avg. per Advisor$670M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10M+ | 0.50% |
Investment advisory fees charged by Talbot Financial are negotiable at their sole discretion. Talbot Financial does not charge advisory fees on cash, but has discretionary authority to manage your allocations to cash.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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