Tactical Tax Wealth Management (TTWM) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit sharing plans and businesses. TTWM's investment strategies are primarily long-term focused. Financial planning services encompass investment planning, cash management, estate planning, retirement planning, risk management, college funding, and tax planning. Some Financial Advisors utilize third-party managers to sub-advise your accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Account fees are negotiated with you depending on the type and complexity of the investment management strategy employed as well as the size of your account(s). Fees may be negotiable at the discretion of Financial Advisors. Fees vary among Financial Advisors.