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 County Road 101, Suite 103, The Villages, FL, 32162
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Anastasia is an investment advisor at Talon Private Wealth since August 2021, dedicating full-time hours to providing investment advice. She is also a registered representative with AAG Capital, Inc. since May 2022, spending a few hours per week on the sale of variable products.