Taiber, Kosmala & Associates (TKA) offers investment advice to corporate pension plans, high net worth individuals, and other organizations. TKA helps clients set financial goals, create investment strategies, and select investment managers. TKA also monitors the performance of these managers. Clients can choose which services they want to use. TKA is not responsible for the investment decisions of the managers they recommend.
Assets Under Management$500M
Clients6
Advisors1
Avg. per Client$83M
Avg. per Advisor$500M
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Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
- Investment Policy and Strategy: Generally ranges from $10,000 to $30,000, determined by the size, nature, and complexity of the client's account.
- Investment Manager Search: Generally ranges from $10,000 to $30,000 per manager search, determined by the size, nature, and complexity of the client's account.
One-Time Plan:$10,000 - $30,000
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