Tax Efficient Asset Management Solution, INC.
Assets Under Management
$114.5M
Number of Clients
103
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$57.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TEAMS serves wealthy individual and corporate clients by offering a variety of deliverables and services to help clients manage assets tax efficiently. They use proprietary software to develop comprehensive financial and estate planning illustrations. TEAMS drafts investment policy statements and provides active management of fiduciary issues while delegating asset management decisions to third party asset managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.15% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 0.85% |
Fees listed are for investment management services in working with CPA and other third party firms. Standard investment management fees are lower.
Fee Estimator
TEAMS charges fees for different phases of the planning process, ranging from $500 to $3,000 for a Value Proposition Letter. Tactical plans start at $1,000, and comprehensive plans begin at $12,000. Hourly financial planning is available at $175.00 to $450.00 per hour. Investment management fees are based on assets under management, with different rates for standard services and services involving CPA and third-party firms (see table above). Alternative investments may incur fees up to 1% annually, plus potential administrative charges for accounts under $100,000.
Areas of Practice
Location
650 Town Center Drive, Suite 890, Costa Mesa, CA, 92626