TACTICA LLC provides portfolio management based on individual client goals and risk tolerance, pension consulting services for employee benefit plans, and financial planning covering investments, insurance, taxes, retirement, college, and debt. TACTICA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$420M
Clients10
Advisors1
Avg. per Client$42M
Avg. per Advisor$420M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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