TapestryFP is a registered investment advisor based in Aurora, Illinois, offering comprehensive wealth management, financial planning, portfolio management, and tax preparation services. TapestryFP helps clients with cash flow and budgeting, college education funding, social security strategies, retirement planning, risk management, tax planning, charitable giving, and estate planning. The firm also offers project-based planning, hourly consulting, and educational workshops. TapestryFP primarily uses a core-and-satellite and passive investment management strategy, tailoring portfolios with exchange-traded funds, mutual funds, and fixed-income offerings. TapestryFP is led by Michael L. Hollis, a Certified Financial Planner.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
TapestryFP primarily charges flat annual fees for wealth management. Percentage-based portfolio management is used where a flat fee would be excessive, charged at a rate not to exceed 1.50% of the value of your portfolio per year. Fees are negotiable.