TAG Associates Florida provides investment advice to clients, drawing on the experience of its affiliate, TAG Associates LLC. TAG Florida offers comprehensive wealth management (portfolio management and financial management) and portfolio management services. Services are customized to each client's needs. TAG Florida primarily serves high-net-worth individuals, providing investment management, financial management, tax planning, and estate planning.
Assets Under Management$32M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees may vary and are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.