Assets Under Management
$209.5M
Number of Clients
683
Number of Advisors
4
Average Client AUM
$307K
AUM per Advisor
$52.4M
Compensation
Fee-Only (AUM)
Tamalpais Asset Management offers ongoing portfolio management services based on client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to aid in selecting a suitable portfolio. They primarily recommend passive investing using DFA funds and/or ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
900 Larkspur Landing Circle, Suite 100, Larkspur, CA, 94939