Twenty-First Tailored Solutions, Inc. provides ongoing investment strategy services and regular portfolio monitoring services for its short against the box (SATB) portfolio of accounts. The firm will make recommendations to clients whether to close part or all of the box positions based on market, economic, or political events, changes to the tax laws or changes in client’s financial situation. Clients then decide whether to close part or all of the box positions. Twenty-First Tailored Solutions, Inc. no longer accepts new clients.
Assets Under Management$520M
Clients55
Advisors1
Avg. per Client$9.4M
Avg. per Advisor$520M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.03% |
Fees range from 0.0324% to 0.475%. These fees were negotiated with each client on a case by case basis at the time each client account was established.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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