Navolio & Tallman Advisors does not provide investment management services. Instead, they recommend other investment advisors to manage client assets. They serve as co-advisor with Freestone Capital Management and receive a portion of the investment advisory fee. Navolio & Tallman Advisors gathers client information to determine if the recommended advisor is suitable and monitors the performance of the investments.
Fee Structure
Navolio & Tallman Advisors does not directly manage investments. They recommend other investment advisors, such as Freestone Capital Management. When serving as co-advisor with Freestone, Navolio & Tallman Advisors receives a portion of Freestone's investment management fee, not exceeding 35% of what the client pays Freestone. Freestone's fee will not exceed 1.5% annually of assets managed by Freestone.