Taglich Brothers, INC.
Assets Under Management
$45.1M
Number of Clients
190
Number of Advisors
N/A
Average Client AUM
$238K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Taglich Brothers, Inc. is dually licensed as a securities broker-dealer and an investment adviser. They offer investment advisory services through a wrap fee program, tailoring advice to clients' individual goals, time horizons, objectives, and risk tolerance. They may provide financial planning services incidental to the advisory services. The firm manages $44,441,525.92 in non-discretionary funds with 190 client accounts.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fee is 2% of all client assets managed. Fees are negotiable.
Fee Estimator
Taglich Brothers, Inc. charges a quarterly asset management fee of 2% of all client assets managed, billed and payable in advance. This fee excludes cash, money market funds, restricted securities, and non-public investments. The advisory fee is negotiable depending on individual client circumstances. There is no minimum annual fee for the Investment Advisory Program. Clients may also incur additional fees charged by custodians and brokers. Taglich BD does not accept brokerage commissions from investment advisory clients.
Areas of Practice
Location
37 Main Street, Cold Spring Harbor, NY, 11724