Taurus Financial provides investment advice and financial planning to individuals, high-net-worth individuals, pension plans, charities, and businesses. Taurus offers portfolio management based on individual client goals and risk tolerance. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. Taurus may also recommend sub-advisers.
Assets Under Management$110M
Clients87
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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