TAIKO Private Wealth (TPW) offers investment management services by allocating client assets into model portfolios created by TPW or third-party money managers. TPW recommends strategic asset allocations and investment strategies, along with rebalancing and manager changes. TPW also provides financial planning services to individuals, families, and businesses, covering areas like risk management, tax planning, retirement planning, and estate planning. TPW may recommend alternative investments like private funds investing in real estate, private equity, and private debt.
Fee Structure
TAIKO Private Wealth charges a fee based on the value of your portfolio, ranging from 0.20% to 1.2% per year. The exact percentage depends on factors like the size of your account, the number of accounts, the fee structures of third-party model providers (if applicable), and whether TPW is using its own model portfolios.