Tanara Wealth Management provides comprehensive wealth management services, including financial planning, investment management, and specialized family office services such as family governance, accounting, bookkeeping, and bill pay oversight. Tanara Wealth Management designs tailored investment portfolios using stocks, bonds, exchange-traded funds, mutual funds, structured notes, and alternative investments like private funds. The firm takes a holistic view of each client's financial life, aiming to manage the complexities of wealth through disciplined economic choices and personalized strategies. Tanara Wealth Management serves individuals, high-net-worth clients, retirement plans, and other institutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.24% |
| $1.0M - $3.0M | 1.17% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $8.0M | 1.04% |
| $8.0M - $11.0M | 0.97% |
| $11.0M - $15.0M | 0.84% |
| $15.0M - $20.0M | 0.71% |
| $20.0M - $40.0M | 0.65% |
| $40M+ | 0.65% |
Cash Management+ accounts are charged a reduced fee of 0.20% per annum. Fees are negotiable for portfolios over $40,000,000.