Taub Investment Planning Services provides investment management through the SEI Private Trust Co. Program, using SEI mutual funds. They also offer financial planning and consulting services, including reviews of financial data, goal setting, and personalized financial plan recommendations. Taub Investment Planning Services may refer clients to other investment advisors and receives referral fees. The firm's primary client markets are physicians, dentists, and veterinarians.
Assets Under Management$270K
Clients1
Advisors1
Avg. per Client$270K
Avg. per Advisor$270K
www.taubinvestments.com ·www.linkedin.com/company/taub-investment-planni... ·www.facebook.com/profile.php?id=100087468527488
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...