Talon Private Wealth, LLC
Assets Under Management
$97.9M
Number of Clients
257
Number of Advisors
8
Average Client AUM
$381K
AUM per Advisor
$12.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Talon Private Wealth, LLC offers financial planning and portfolio management services. Financial planning covers net worth, cash flow, tax, insurance, retirement, and 401k reviews. Portfolio management involves creating individualized portfolios based on client objectives and risk tolerance, potentially using TAMPs. They also offer retirement plan consulting to plan sponsors.
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
Location
11974 County Road 101, Suite 103, The Villages, FL, 32162