Tanner Insurance & Advisory (TIA) is a state-registered investment advisor that refers clients to independent registered investment advisors. TIA does not manage client accounts or provide ongoing monitoring. TIA also holds a business entity license for fixed insurance products and may receive commissions from referred clients. TIA is wholly owned by Tanner, LLC, a Certified Public Accounting firm.
Fee Structure
Tanner Insurance & Advisory does not manage investments directly. Instead, they connect you with independent investment advisors. Tanner Insurance & Advisory receives a portion of the fees you pay to the independent advisor, but this does not increase your overall cost. The percentage Tanner Insurance & Advisory receives is typically 25%-35% of the advisory management fee.