TAK Advisory offers investment management services based on clients' goals, objectives, and risk tolerance. They create an Investment Policy Statement for each client. TAK Advisory also provides financial planning services, including investment strategies, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Financial planning can be provided on a one-time or ongoing basis.
Assets Under Management$66M
Clients62
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$66M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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