Senior Tax Advisory Group recommends third-party investment advisors to manage client accounts. They work with clients to select a model portfolio based on their goals, risk tolerance, and investment timeframe. Senior Tax Advisory Group monitors the third-party advisor and the client's financial situation, meeting with clients annually. They also have the authority to change the third-party advisor or investment model.
Assets Under Management$88M
Clients1,142
Advisors4
Avg. per Client$77K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Senior Tax Advisory Group recommends third-party investment advisors to manage your investments. The annual management fee ranges from 0.10% to 2.00% of the value of your portfolio. This fee includes the fee charged by the third-party advisor. The fee is negotiable and depends on the size of your account.
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