Taxdude Financial Advisor (TFA) provides investment management and financial planning services. For investment management, TFA determines which securities to buy or sell, but gets your approval before making any trades. Financial planning covers retirement, succession, education, legacy, investment, budget, tax, major purchase, debt management, business exit, and cash flow analysis. TFA also holds seminars and workshops to educate the public on investments.
Assets Under Management$20M
Clients6
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.25% |
| $500K - $1000K | 0.90% |
| $1M+ | 0.70% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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