Tactical Investments is an investment management firm that actively manages client assets using both technical and fundamental analysis. The firm offers two investment approaches: one focused on income through dividend-paying securities (Balanced), and another focused on growth using a proprietary investment management system. Tactical Investments determines the suitability of its program for clients by assessing their risk tolerance, investment objectives, and current asset allocation.
Assets Under Management$5M
Clients4
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are 1% of assets under management plus 20% of net profits. Fees may be negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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