Tavco Financial Advisory is a registered investment advisor founded in 2017 and based in Springfield, Ohio, owned by Thomas J. Tavenner. Tavco Financial Advisory primarily helps individual clients and retirement plans by recommending and monitoring third-party investment managers, such as the Orion Solutions Program and TAMP Advisory Solutions, as well as accounts held directly through Charles Schwab and Capital Group Securities. The firm gathers detailed financial information regarding clients' retirement goals, cash flow needs, and risk tolerance to tailor recommendations and ensure third-party managers align with their objectives. Tavco Financial Advisory operates under a legally required duty to act in your best interest. In addition to investment management oversight, the firm and its representatives maintain affiliations with a broker-dealer and an insurance agency, through which they may offer securities and insurance products separately for commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Schedule reflects fees for the Orion Solutions Program. Capital Group accounts are charged a flat 0.75%. Total combined fees including third-party managers will not exceed 2%. Fees are negotiable.