Talon LLC is a registered investment advisor based in San Juan, Puerto Rico, offering comprehensive financial planning, portfolio management, and retirement plan consulting. Talon LLC helps individuals and high-net-worth clients design customized investment portfolios using tactical asset allocation, technical analysis, and third-party investment management platforms. The firm's financial planning services cover retirement projections, cash flow analysis, tax analysis, and insurance reviews. Additionally, Talon LLC assists employers with retirement plan consulting and provides online estate planning services through a partnership with Trust & Will. The firm operates with a minimum account balance of $25,000 and works with multiple custodians, including Charles Schwab, Altruist, and Fidelity.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual management fee is 2.00%, which is negotiable based on account size. Accounts can be aggregated to negotiate lower fees. Total fees including third-party platform fees will not exceed 2.50%.