How does TAMALPAIS ASSET MANAGEMENT Help Clients – Key Takeaways:
- Offers personalized financial advice based on individual goals and risk tolerance
- Utilizes a team approach to managing client portfolios
- Offers a range of financial services, including investment management and financial planning
- Serves a diverse client base, including individuals, families, and businesses
- Transparent fee structure with no hidden costs or commissions
Facts and Insights
TAMALPAIS ASSET MANAGEMENT is a premier financial advisory firm that has been providing personalized financial solutions to clients for over 20 years. The firm is committed to helping clients achieve their financial goals through a comprehensive and tailored approach to wealth management. With a team of highly qualified and experienced advisors, TAMALPAIS ASSET MANAGEMENT takes a holistic view of each client’s financial situation to provide customized solutions that meet their unique needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
TAMALPAIS ASSET MANAGEMENT offers a wide range of financial services to its clients, including:
| Investment Management | Financial Planning | Estate Planning | Retirement Planning |
| Tax Planning | Insurance Planning | Socially Responsible Investing | And more… |
Client Types
TAMALPAIS ASSET MANAGEMENT serves a diverse range of clients, including:
- Individuals
- Families
- Small Business Owners
- High Net Worth Individuals
- Retirees
- And more…
Fees & Compensation
TAMALPAIS ASSET MANAGEMENT is a fee-based advisory firm that believes in transparent and fair compensation. The firm charges a percentage of the assets under management as its advisory fee, with no hidden costs or commissions. This compensation structure aligns the firm’s interests with that of its clients, ensuring that their success is mutually beneficial.
Background
TAMALPAIS ASSET MANAGEMENT was founded in 1998 by a group of experienced financial advisors with a shared passion for providing personalized financial solutions to clients. The firm is headquartered in San Francisco, with additional offices in Redwood City and Walnut Creek. The team at TAMALPAIS ASSET MANAGEMENT has over 100 years of combined experience in the financial industry and is committed to staying up-to-date with the latest market trends and technologies to better serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, TAMALPAIS ASSET MANAGEMENT adheres to strict ethical and regulatory standards. The firm has a fiduciary duty to act in the best interests of its clients at all times. In addition, clients can view the firm’s Form ADV, which includes important information about the firm, its services, fees, and any disclosures.