Tarascio Financial Planning manages investment portfolios and provides comprehensive financial planning services for individuals, families, and business owners. The firm builds customized investment portfolios using passive index funds and exchange-traded funds, managed on a discretionary basis, and can also manage held-away accounts like retirement plans. In addition to investment management, Tarascio Financial Planning offers ongoing and limited financial planning covering retirement, business planning, cash flow and debt management, college savings, employee benefits, estate planning, risk management, and tax planning strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard advisory fee is up to 1.0% of assets under management, negotiable. Held-away accounts incur an additional 0.25% annual fee for order management system usage.
