Taursas Investments offers investment management and financial planning services. They manage investments for individuals, families, trusts, corporations, and endowments, with holdings stored at Charles Schwab & Co. Taursas requires discretionary authority to manage accounts, allowing them to make trades without client approval for each transaction. Financial planning services are also available, covering areas like income projections, real estate analysis, and business ventures.
Assets Under Management$38M
Clients52
Advisors2
Avg. per Client$730K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...