Taelos Financial Partners provides ongoing investment management based on your financial situation and goals. They also offer financial planning services, creating written plans covering areas like retirement, investments, and estate planning. You're responsible for implementing their planning recommendations. Taelos Financial Partners primarily advises on mutual funds, ETFs, and exchange-listed securities.
Assets Under Management$7.8M
Clients125
Advisors1
Avg. per Client$63K
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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 for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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