Tactical Capital LLC offers investment advice tailored to clients' needs, including reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Financial planning consulting is included as part of the asset management services, covering risk assessment, investment planning, estate planning, and financial decision-making. Managed accounts are available to individuals and high net worth individuals.
Assets Under Management$1.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are a maximum of 2.00%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...