Taelos Financial Partners provides personalized investment management and financial planning services to individuals, families, trusts, and estates. The registered investment advisor builds tailored investment portfolios based on each client's specific financial situation, goals, and risk tolerance, using a mix of mutual funds, exchange-traded funds, individual stocks, bonds, and other securities. Taelos Financial Partners also offers comprehensive and modular written financial plans covering areas such as retirement planning, cash flow analysis, tax strategies, estate planning, and education funding. The firm operates as an independent practice with no minimum investment required to open an account, though standalone financial planning carries a minimum fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.81% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.63% |
| $5M+ | 0.56% |
Fees are negotiable based on potential account deposits, client relationship, and total assets managed.