Assets Under Management

$106.8M

Number of Clients

377

Number of Advisors

2

Average Client AUM

$283K

AUM per Advisor

$53.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Taverik Capital offers discretionary investment supervisory services and financial planning to sophisticated investors and institutional clients. They evaluate, select, and monitor investments based on client objectives and guidelines. Tailored services are available, adhering to client-imposed investment restrictions.

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M2.00%
$5.0M - $10.0M1.50%
$10.0M - $20.0M1.25%
$20M+1.00%

Management Fees are negotiable in only the sole and absolute discretion of the Adviser.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Location

201 Riverplace, Suite 500, Greenville, SC, 29601

2 Advisors at this firm