Tailored Tax and Wealth provides financial planning and portfolio management services. For investment management, TTW recommends Betterment, a digital wealth management platform, to manage client portfolios. Financial plans are offered on a one-time basis and cover areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. TTW tailors its services to each client's unique situation and goals.
Fee Structure
Tailored Tax and Wealth recommends Betterment to manage client investments. TTW charges a negotiable fixed fee for portfolio management, ranging from $200 to $4,000 per month. The total fees paid to TTW and Betterment will not exceed 2% of the value of your portfolio. You can choose to have the fees deducted from your investment account or be billed directly.