Plagens & Taylor Wealth Management provides personalized investment management and portfolio design for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm builds globally diversified portfolios primarily using mutual funds and exchange-traded funds, with a focus on matching investments to each client's specific goals and risk tolerance. Plagens & Taylor Wealth Management also offers advisory services to employer-sponsored retirement plans. The firm operates as a registered investment advisor and requires clients to hold their assets with a qualified custodian, recommending Charles Schwab & Co., Inc.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Rates shown are for individual accounts with more than 50% equity funds. Fees are negotiable for amounts over $5,000,000. Separate schedules apply for blended and fixed income accounts with lower percentages.