Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Talon Private Wealth charges fees for financial planning either on an hourly basis ($250/hour) or a fixed fee basis (minimum $1,500). Portfolio management fees are based on a percentage of assets under management, with a maximum annual fee of 2.0%, which includes management and model portfolio fees. Fees are negotiable. A minimum balance of $25,000 is required, but may be waived.
Areas of Practice
Advisor Information
Office location
11974 Cr 101, Suite 103, The Villages, FL, 32162
Get directionsRegulatory History (5)
Regulatory
January 2020Judgment / Lien
December 2015Customer Dispute
October 2008Regulatory
September 2002Customer Dispute
January 1995Other Business ActivitiesSells Insurance
John works at Talon Wealth Management, focusing on financial planning and wealth management, dedicating about a quarter of his time. He also owns 50% of Pink House Villas and spends a few hours per week on general property management, and is an IAR at Retirement Wealth Advisors, Inc., spending about half his time there.