Tao Private Wealth is a registered investment advisor located in Tulsa, Oklahoma, providing comprehensive wealth management and stand-alone financial planning services. The firm builds diversified, low-cost, and tax-efficient investment portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and cash equivalents, with discretionary authority to manage client accounts. In addition to investment management, Tao Private Wealth offers holistic financial planning that covers retirement, tax strategies, estate and legacy planning, risk management, budgeting, and education funding. The firm also provides specialized family office consulting services for select clients. Tao Private Wealth tailors its approach to each client's unique financial situation, risk tolerance, and goals, requiring a recommended minimum investment of $1,000,000 to establish an advisory account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 0.95% |
Fees are generally negotiable. Existing clients may be grandfathered into different rates.