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About TAX ADVANTAGE ADVISORS, INC.
TAX ADVANTAGE ADVISORS, INC., or TAA, is a leading financial advisory firm that specializes in helping clients maximize their tax advantages. With a team of experienced advisors, TAA provides customized financial solutions to individuals, businesses, and organizations.
How does the advisor help clients – Key Takeaways:
- TAA helps clients minimize their tax liabilities through strategic planning and investments.
- They offer a variety of financial services and tailor them to each client’s specific needs.
- TAA works with individuals, businesses, and organizations to help them achieve their financial goals.
Facts and Insights
TAA has been in business for over 20 years and currently manages over $1 billion in assets. They have a team of 50 advisors with an average of 15 years of experience in the financial industry. TAA has a proven track record of helping clients reduce their tax liabilities and increase their overall wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion | 50 | 20+ |
Financial Services Offered
TAA offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and more. Their team of advisors works closely with each client to understand their unique financial situation and develop personalized strategies to help them achieve their financial goals.
Client Types
TAA works with a diverse range of clients, including high net worth individuals, small businesses, corporations, and non-profit organizations. They have the expertise and experience to cater to the unique needs of each client, regardless of their financial situation.
Fees & Compensation
TAA charges a fee based on a percentage of assets under management. This means that their compensation is directly tied to their clients’ success, ensuring that they have a vested interest in helping their clients grow their wealth. They also provide complete transparency when it comes to fees and do not have any hidden costs or commissions.
Background
TAA was founded in 1998 by a team of highly experienced financial advisors who saw a need for specialized tax-advantaged financial planning. Since then, they have grown into a trusted and reputable firm, providing expert financial guidance to clients across the country.
Financial Advisor Disclosures to Know
TAA is a registered investment advisor with the Securities and Exchange Commission (SEC) and is held to the fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. Additionally, TAA has a clean record with no disciplinary actions or legal issues.