Post Resch Tallon Group helps clients manage their investment goals through financial planning. They offer portfolio management, investment consulting, and advice on life insurance, taxes, retirement, college, and debt. The firm manages investments on a discretionary basis, meaning they can buy and sell securities without asking you first. They primarily use mutual funds, ETFs, listed securities, and debt securities.
Fee Structure
Post Resch Tallon Group's annual fee for managing your investments is a percentage of the value of your accounts. This percentage varies based on the complexity of your situation, the services provided, the type of assets, the value of your investments, the experience of the personnel, and the number of accounts. New clients generally pay between 0.50% and 1.20%. These fees are negotiable.