Tactical Investment Advisors, LLC
Assets Under Management
$32.1M
Number of Clients
151
Number of Advisors
3
Average Client AUM
$213K
AUM per Advisor
$10.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
This firm offers financial planning and investment management services to individuals, families, and businesses. They tailor their advice to each client's specific needs and goals. Their services include investment management, retirement planning, and other financial planning services.
Fee Structure
This firm charges fees for investment advisory services. These fees are based on a percentage of assets under management. The specific percentage will depend on the size of your account and the services you receive. Additional fees may apply for certain services. Contact the firm for more details.
Areas of Practice
Location
9820 Northcross Center Ct, 154, Huntersville, NC, 28078