About TARRAGON CAPITAL, LLC
Facts and Insights
TARRAGON CAPITAL, LLC is a leading financial advisory firm that specializes in providing personalized and comprehensive financial planning services to clients. With years of experience, the firm has established a strong reputation for delivering intelligent and effective solutions to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
TARRAGON CAPITAL, LLC offers a wide range of financial services including investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a customized strategy that meets their unique needs and goals.
Client Types
The firm serves a diverse clientele that includes individuals, families, and businesses. TARRAGON CAPITAL, LLC has the expertise to handle the complex financial needs of high net worth individuals, as well as the experience to guide young professionals and families towards financial success.
Fees & Compensation
TARRAGON CAPITAL, LLC follows a fee-based structure, meaning that they charge clients a percentage of their assets under management as compensation for their services. This aligns the firm’s interests with those of their clients, as they only benefit when their clients’ portfolios perform well.
Background
The team at TARRAGON CAPITAL, LLC is made up of experienced financial professionals who are dedicated to helping clients achieve their financial goals. All advisors hold relevant licenses and certifications, and the firm requires ongoing education and training to ensure they are up-to-date with the latest industry trends and regulations.
Financial Advisor Disclosures to Know
While TARRAGON CAPITAL, LLC has a clean record, it’s important for clients to know the potential risks associated with working with a financial advisor. The firm discloses any conflicts of interest or potential biases that may arise in their client relationships, ensuring transparency and trust between the advisor and client.
How does the advisor help clients – Key Takeaways:
- Customized financial planning tailored to individual needs and goals
- Experienced and knowledgeable team of financial professionals
- Fee-based compensation structure aligns firm’s interests with clients
- Diverse clientele including individuals, families, and businesses