TAGStone Capital provides wealth management services to high-net-worth individuals and families, including investment selection, portfolio management, and performance monitoring. They use an asset allocation strategy, typically recommending structured asset class mutual funds and ETFs. They also offer estate planning, financial planning, and asset protection planning at no additional cost. TAGStone Capital also provides 401(k) services to employee benefit plans and their fiduciaries.
Assets Under Management$370M
Clients38
Advisors1
Avg. per Client$9.7M
Avg. per Advisor$370M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.42% |
| $25M+ | 0.40% |
Fees are negotiable. Account values of family members and related entities will be aggregated to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...