TARA Wealth provides investment management and financial planning services. For clients with at least $1 million in assets, TARA Wealth offers a bundled service called Total Wealth Management. Financial planning involves creating a personalized plan covering financial goals, cash flow, risk management, college savings, retirement, taxes, and estate planning. TARA Wealth primarily uses passive investment management, building portfolios with diverse asset classes using index funds and exchange-traded funds.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.80% |
This fee applies to clients who are engaged in Comprehensive Financial Planning Services. Clients with more than $1,000,000 in assets under management qualify for Total Wealth Management, which includes Comprehensive Financial Planning as part of the Investment Management Fee. The advisory fee consists of a flat fee for the first $1 million in assets under management. For assets exceeding $1 million, a blended percentage-based fee is applied according to the predefined levels in the fee schedule, resulting in a combined weighted fee.