TAIKO provides investment and operational platform services to registered investment advisors and their clients. TAIKO builds custom programs for advisors in which they direct the assets of their clients to be allocated in various model portfolios created by TAIKO or third-party managers. TAIKO also provides operational and administrative services to support the advisors' business operations, including marketing, technology, billing, and performance reporting.
Assets Under Management$4.2B
Clients3,655
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$2.1B
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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