Taher Financial Planning

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$160K
Clients9
Advisors1
Avg. per Client$18K
Avg. per Advisor$160K

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.95%
$5M+0.90%

Fees are negotiable and calculated as a blended rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Taher Financial Planning - Fees, AUM & Advisors | TrueAdvisor