Tailored Wealth Solutions offers personalized investment management and financial planning services for individuals, families, and business owners. The firm focuses on creating custom wealth management strategies that incorporate retirement planning, tax-aware strategies, and estate planning. Tailored Wealth Solutions uses discretionary asset management, allowing the firm to make investment decisions and select third-party money managers on behalf of clients based on their risk tolerance and financial goals. In addition to managing investments, Tailored Wealth Solutions provides comprehensive financial planning covering areas such as insurance needs, charitable giving, debt analysis, and education funding. The firm emphasizes a holistic, planning-first approach and can utilize third-party managers and model portfolios. Tailored Wealth Solutions also offers education through newsletters, online content, and seminars, and provides advice on a wide range of investments including mutual funds, exchange-traded funds, individual securities, alternative investments, and insurance products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees are negotiable at the sole discretion of the firm. Previous advisory relationships and legacy clients may be subject to different fee schedules.