Taurum Retirement Partners is a boutique investment management firm based in Mesa, Arizona, offering customized portfolio management and third-party asset management services. Taurum Retirement Partners builds personalized asset allocations using mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments to match each client's long-term goals and risk tolerance. While Taurum Retirement Partners does not draft formal, comprehensive financial plans, the team incorporates limited financial planning concepts directly into portfolio management to ensure strategies align with client objectives, at no separate charge. The firm also recommends third-party platforms, such as variable annuity programs, when appropriate. Taurum Retirement Partners is committed to acting in the best interest of clients, providing ongoing portfolio monitoring, rebalancing, and quarterly performance reporting.
Fee Structure
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% |
Fees are negotiable based on preexisting relationships, related accounts, or anticipated additional assets.