How does the advisor help clients – Key Takeaways:
TAG-FT MANAGEMENT LLC provides comprehensive financial services to individual and institutional clients. They have a team of experienced advisors who specialize in wealth management, investment planning, and financial consulting.
Their approach involves developing customized strategies for each client based on their unique needs and goals. They also offer ongoing support and guidance to help clients navigate the ever-changing financial landscape.
Facts and Insights
TAG-FT MANAGEMENT LLC was founded in 2005 and has been providing financial services for over 15 years. They have a team of 50 advisors across multiple locations in the United States.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 50 | 15 years |
Financial Services Offered
TAG-FT MANAGEMENT LLC offers a range of financial services to help clients achieve their financial goals. These services include:
- Wealth management
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
The advisor serves both individual and institutional clients. Their individual clients include high-net-worth individuals, executives, and professionals. They also work with a variety of institutions, such as corporations, endowments, and foundations.
Fees & Compensation
TAG-FT MANAGEMENT LLC charges a fee based on a percentage of assets under management. This fee structure is designed to align the advisor’s interests with the client’s, as the advisor’s compensation is tied to the performance of the client’s investments.
The exact fee percentage may vary depending on the level of assets under management and the complexity of the client’s financial situation. The fee is typically between 1% to 2% of assets under management.
Background
The team at TAG-FT MANAGEMENT LLC is comprised of highly experienced and knowledgeable advisors. They have backgrounds in finance, economics, accounting, and other related fields. Many of them hold advanced degrees and certifications, such as the Certified Financial Planner (CFP) designation.
Their expertise allows them to provide sound financial advice and develop tailored strategies for each client’s specific needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, TAG-FT MANAGEMENT LLC has a fiduciary duty to act in the best interests of their clients. This means they must always put the client’s needs and goals ahead of their own.
The advisor also has a legal obligation to disclose any potential conflicts of interest and provide full transparency when it comes to fees and compensation. This ensures clients are fully informed and can make well-informed decisions about their finances.