TaeVestment LLC provides investment advice and retirement planning services. They offer both discretionary and non-discretionary portfolio management, creating investment plans tailored to each client's goals and risk tolerance. TaeVestment also offers retirement planning services to help clients identify their needs, reduce taxes, maximize Social Security and pension income, and construct withdrawal strategies.
Assets Under Management$18M
Clients37
Advisors1
Avg. per Client$480K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,450
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.45% |
| $350K - $1.0M | 1.30% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Investment Advisor may discount client's billing at any time per advisor's sole discretion without notifying any client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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