Tax Pro Advisor offers personalized active asset management, comprehensive financial planning, investment guidance, and tax preparation services. Founded in 2019 and based in Leander, Texas, Tax Pro Advisor tailors investment portfolios to match each client's specific financial goals, risk tolerance, and investment objectives using fundamental, financial, and technical analysis alongside modern portfolio theory. In addition to managing portfolios directly, Tax Pro Advisor may recommend outside professional money managers when appropriate. The firm also provides consulting on cash flow, budgeting, retirement, estate planning, and tax strategy. Clients maintain complete ownership of their assets through independent custodians while Tax Pro Advisor executes trades and manages accounts on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are annual, charged quarterly in arrears, and may be negotiable based on certain circumstances.