Taxio provides investment advice on tax-advantaged investing, securities, and wealth management. Taxio specializes in tax strategy optimization, retirement planning, financial planning, protection planning, and estate and legacy planning. Taxio makes investment decisions based on each client's objectives and instructions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Some clients investments are subject to an additional 15% performance-based fee, which is subject to a high water mark/loss carryforward. Performance-based fees will only be charged to individuals or entities that meet the definition of a “Qualified Client” as defined by SEC Rule 205-3.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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