Talon Private Wealth offers financial planning, consulting, and portfolio management services. Financial planning covers various topics like net worth, cash flow, tax, insurance, and retirement. Portfolio management involves creating individualized portfolios based on client objectives and risk tolerance, potentially using third-party model portfolios. Talon also provides retirement plan consulting. Estate planning services are available through Trust & Will.
Fee Structure
Talon Private Wealth manages investment portfolios for a fee based on a percentage of the value of your portfolio. The maximum annual fee is 2.0%, which includes both Talon's fee and any fees charged by third-party model portfolio providers. This fee is negotiable, and you may be able to lower it by combining multiple accounts. The fee is calculated and charged monthly, at the end of the month. This fee does not include brokerage commissions or other transaction fees. The total annual investment advisory fee, including third-party fees, will not exceed 2.50%.