Twenty-First Tailored Solutions, Inc. manages existing investment portfolios for current clients using a specialized short against the box strategy and no longer accepts new clients. The registered investment advisor monitors these accounts and makes recommendations on whether to close positions based on market events, tax law changes, or personal milestones. All accounts are managed on a non-discretionary basis, meaning clients always make the final decision on trades. Assets are held securely with UBS Financial Services, and management fees are charged monthly in arrears based on negotiated rates. Twenty-First Tailored Solutions does not provide comprehensive financial planning, wrap fee programs, or performance-based fees.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.47% |
Fees range from 0.0324% to 0.475% per year and were individually negotiated with each client when the account was established.