TAMMA Capital provides wealth planning and portfolio management services tailored to individual needs. The firm analyzes your lifestyle, finances, and goals to create a wealth management plan. They also offer tax preparation services for individuals and businesses. TAMMA Capital helps clients implement their financial plans, including evaluating insurance options and coordinating with attorneys and accountants.
Assets Under Management$42M
Clients73
Advisors1
Avg. per Client$580K
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
If investable assets are under $400,000 on the last day of each calendar quarter, a minimum quarterly wealth planning and portfolio management fee of $1,250 will apply.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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