Tack Wealth Advisory helps clients achieve their financial goals by managing investment portfolios and offering comprehensive financial planning. Tack Wealth Advisory builds personalized investment strategies using stocks, bonds, exchange-traded funds, mutual funds, cash, and certificates of deposit. In addition to portfolio management, Tack Wealth Advisory provides guidance on retirement planning, college savings, debt repayment, tax considerations, and estate planning coordination. Clients can choose between ongoing investment management with included planning or standalone financial planning services. Tack Wealth Advisory primarily works with individuals, high-net-worth families, trusts, and business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.65% |
Typical fee schedule provided for illustrative purposes. Some clients may elect a fixed annual fee based on service tiers.