Taurum Retirement Partners provides personalized investment management strategies based on clients' goals. They offer discretionary portfolio management using mutual funds, ETFs, equities, and bonds. While they don't prepare full financial plans, they incorporate limited financial planning aspects to tailor investment advice. They also recommend third-party asset managers and monitor their strategies.
Assets Under Management$140M
Clients124
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fee schedule is negotiable based on preexisting relationships, related accounts, the anticipation of additional assets within the next twelve (12) months, or any other criteria Taurum Retirement Partners deems pertinent.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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