Taxdude Financial Advisor provides personalized investment management and financial planning services to individuals, trusts, estates, and corporations. Operating as a registered investment advisor in Long Beach, California, Taxdude Financial Advisor helps clients build and monitor investment portfolios based on their individual goals, time horizons, and risk tolerance. In addition to managing investments, Taxdude Financial Advisor offers comprehensive financial planning covering retirement, succession, education, legacy, tax strategy, and cash flow analysis. The firm also hosts educational seminars and workshops for the public. Clients work directly with sole proprietor Marcos Chavira, who is also a tax accountant.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.70% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.