Tapa Private Wealth Inc. provides investment management on a discretionary basis, meaning they make trades for you without asking in advance. They also offer financial consulting and planning, and tax preparation services. Tapa Private Wealth gathers your financial information to implement a portfolio management strategy specific to your goals and risk tolerance. They monitor and manage your portfolio account on an ongoing basis.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts over $5,000,000. The fee from the previous tier was used since the fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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