TANGO.VC, founded in 2005, is a financial advisory firm that specializes in providing personalized financial planning and investment services to its clients. With a team of experienced advisors, TANGO.VC is committed to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- TANGO.VC offers comprehensive financial planning services to clients, helping them create a personalized financial roadmap.
- The firm also provides investment management services, helping clients build a diversified portfolio tailored to their risk tolerance and long-term goals.
- TANGO.VC provides regular portfolio reviews and adjustments to ensure clients’ investments are aligned with their objectives.
- The firm offers tax planning strategies to help clients minimize their tax liability and maximize their after-tax returns.
- TANGO.VC also provides retirement planning services, helping clients create a sustainable income stream post-retirement.
- The firm offers estate planning services, helping clients preserve and transfer their wealth to future generations.
Facts and Insights
As of 2021, TANGO.VC manages over $500 million in assets under management and has a team of 10 advisors. The firm has been in business for 16 years and has a proven track record of providing sound financial advice to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 16 |
Financial Services Offered
- Financial planning
- Investment management
- Tax planning
- Retirement planning
- Estate planning
Client Types
TANGO.VC serves a diverse clientele including high-net-worth individuals, families, and small business owners. The firm also works with clients at various life stages, from young professionals to retirees, helping them navigate their unique financial challenges and goals.
Fees & Compensation
TANGO.VC has a transparent fee structure and charges a percentage of assets under management as their fee. The firm may also receive compensation through commissions or fees from third-party service providers, but clients are made aware of any potential conflicts of interest before entering into a relationship with the firm.
Background
The team at TANGO.VC consists of highly qualified advisors with a wide range of expertise in financial planning and investment management. The firm prides itself on staying current with industry trends and utilizing advanced technology to provide the best possible services to clients.
Financial Advisor Disclosures to Know
TANGO.VC is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). As such, the firm is required to disclose any potential conflicts of interest and provide full transparency to its clients. TANGO.VC maintains high ethical standards and upholds its fiduciary duty to act in the best interest of its clients at all times.