Taher Financial Planning offers personalized investment management, third-party portfolio management, and comprehensive financial planning. Taher Financial Planning helps clients build tailored investment portfolios based on their individual goals, risk tolerance, and tax considerations. In addition to managing investments directly or through outside managers, Taher Financial Planning provides comprehensive financial planning covering retirement, cash flow and debt management, college savings, employee benefits, estate planning, and tax strategies. The firm operates with no minimum account size requirement, making its services accessible to individuals at various stages of their financial lives.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.90% |
Fees are negotiable and calculated as a blended rate.