Taos Investment Advisors offers financial planning and asset management services. Financial planning includes analyzing a client's assets, investments, insurance, cash flow, retirement projections, and estate plans. Asset management services involve determining a client's investment and financial objectives and developing strategies based on their resources, income, net worth, risk tolerance, and time horizon. Taos Investment can tailor client's needs to impose restrictions and preference on investing in certain securities which meet clients’ demands.
Fee Structure
Taos Investment Advisors manages investments for a fee ranging from 1% to 3% of the value of your portfolio each year. The exact percentage is negotiable and subject to approval by Taos Investment. Fees are calculated based on the market value of the assets under management. You can choose to have the fees deducted from your account or pay via invoice.