Tactical Investment Advisors manages investment portfolios and provides financial planning and consulting services for individuals, retirement accounts, trusts, estates, and institutions. Tactical Investment Advisors builds personalized investment strategies utilizing stocks, bonds, options, exchange-traded funds, mutual funds, and alternative investments, executing trades on a discretionary basis through custodians such as Interactive Brokers and Altruist. In addition to portfolio management, Tactical Investment Advisors offers ongoing financial planning and consulting covering financial plans, asset allocation recommendations, retirement distribution plans, and periodic review meetings. Clients can choose between a standard management fee based on a percentage of assets or a performance-based fee structure for qualifying accounts. Tactical Investment Advisors is led by managing member Jason Soloman and operates from Huntersville, North Carolina.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and charged up to 2% per year based on net liquidation value, applied daily and billed monthly. Qualified clients may alternatively choose a performance-based fee structure.