What is your fee structure?

As an independent, fee-only financial planning firm, TAM Financial’s fees for comprehensive investment management are based upon a percentage of total assets under management (AUM). For accounts with a value of less than $1 million, a one percent annual fee will be charged in four equal, quarterly installments. Fees are reduced proportionally for accounts over $1 million. All of the services we provide—including tax harvesting and mitigation and small-business planning—are included in our quarterly flat fee.