TAN Wealth Management provides wealth management advisory services, one-time financial plans, hourly financial planning, and insurance. For wealth management, TAN Wealth Management partners with SEI Investments Company to implement asset management services. The firm works with clients to select an asset allocation and portfolio strategy. TAN Wealth Management also offers ongoing financial planning for a monthly fee.
Assets Under Management$0
Clients15
Advisors1
Avg. per Client$0
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
All fees and minimums are negotiable at the sole discretion of TAN Wealth Management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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