Tactical Equity Partners offers investment advisory services to individuals, high-net worth individuals, trusts, estates, charitable organizations, corporations, and other business entities. Tactical Equity Partners uses fundamental and technical analysis to invest client assets in equities, Exchange Traded Funds (ETFs), Mutual Funds and Options. Investment advisory services are tailored to individual client needs and desires.
Assets Under Management$840K
Clients7
Advisors1
Avg. per Client$120K
Avg. per Advisor$840K
Fee Structure
Investment management only (planning not offered)
Tactical Equity Partners charges a performance-based fee of 20% of the net appreciation of your portfolio each quarter, subject to a high-water mark. This means you only pay the fee on gains above the highest previous value of your account. This fee is in addition to brokerage and transaction fees.
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