Taurus Financial Planning (TFP) provides investment management and financial planning services. TFP develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. At no additional fee, TFP also provides ongoing financial planning, including cash flow, debt management, tax planning, retirement planning, college savings, employee benefits, estate planning, and insurance review. TFP also offers project-based financial planning for specific needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
There is a minimum fee of $5,000 to engage in our comprehensive wealth management service, which may be waived at TFP’s discretion. At no point will the annual fee charged to the Client exceed 2% of a client’s assets under management at TFP.