Tabula Rasa Advisors provides financial planning and investment advisory services. They specialize in investment selection and performance monitoring, using academic research and Modern Portfolio Theory to structure portfolios. They primarily use passively managed mutual funds and exchange-traded funds. Financial planning helps clients understand their financial goals and utilize available resources effectively. They also offer retirement plan services to plan sponsors.
Assets Under Management$24M
Clients34
Advisors2
Avg. per Client$720K
Avg. per Advisor$12M
www.tabularasaadvisors.com ·linkedin.com/in/jerry-callahan-653b579 ·www.linkedin.com/in/chasecampbellcpa
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 - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fee schedule includes fees payable to both Tabula Rasa Advisors and Focus Partners Advisor Solutions. Fees are negotiable and may be waived in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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