Team Financial Group, operating as Team Wealth & Tax Advisors, offers personalized investment management and financial planning services. The firm uses a comprehensive approach called "The SmartChoice Wealth Strategy" to cover retirement and income planning, investment planning, tax planning, cash flow and debt management, family risk management, major event planning, and legacy planning. Team Wealth & Tax Advisors builds customized asset allocation strategies based on client goals and risk tolerance, and provides discretionary portfolio management. Additionally, the firm offers basic estate planning coordination through a partnership with an unaffiliated company, and provides complimentary tax planning and preparation for clients meeting certain asset thresholds. Team Wealth & Tax Advisors serves individuals, high-net-worth individuals, trusts, and business entities from its offices in California and Florida.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.45% |
| $500K - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable based on historical relationships, asset types, account complexity, and anticipated future assets.