Plagens & Taylor Wealth Management provides customized investment advice and manages investments for individuals, retirement plans, trusts, estates, charities, and small businesses. Services include determining financial goals, investment management, retirement planning, and asset allocation. Clients may hire other professionals like lawyers or accountants as needed. The initial meeting is free to see if investment management is right for you.
Assets Under Management$280M
Clients362
Advisors5
Avg. per Client$770K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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% |
Fees are negotiable, especially for amounts over $5,000,000. Schedule shown is for individual accounts with >50% equity funds. Lower rates apply to blended and fixed income accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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