Tavel Insurance & Financial Services is a registered investment advisor that recommends clients use third-party investment advisors to manage their portfolios. Tavel Insurance & Financial Services gathers information about your financial situation and objectives and then recommends a specific third-party advisor. Tavel Insurance & Financial Services also sells insurance products and receives commissions for those sales.
Fee Structure
Tavel Insurance & Financial Services does not directly manage client investments. Instead, they recommend third-party investment advisors. Tavel Insurance & Financial Services shares in the fees you pay to the third-party advisor, but the total fees will not exceed 3% of your portfolio per year. Tavel Insurance & Financial Services may have an incentive to recommend one advisor over another based on their compensation arrangement.