Fee Schedule

As a Registered Investment Adviser, TAMMA Capital, LLC is compensated by the client. Only when a necessary insurance product (such as life insurance) is required by the client, is TAMMA compensated in a commission based format. Developing and implementing a wealth management strategy is a complex process that takes time, knowledge, and resources, and our clients understand and appreciate the commitment involved.

TAMMA Capital, LLC

Brokerage Firm and Bank

Commissioned Salesperson

Cost to Client

Free initial consultation
One time planning fee $3,500
1% Assets Under Management

Percentage of assets
(typically 1% or more)

Commission
(varies by product)

Fiduciary Analysis

Yes

?

No

Portfolio Analysis

Yes

Yes

?

Investment Management
(ongoing)

Yes

Yes

?

Goal Setting and Monitoring

Yes

?

?

Cash Flow Planning

Yes

?

?

Net Worth Review

Yes

?

?

Tax Minimization

Yes

?

?

Estate Planning

Yes

?

?

Retirement Analysis

Yes

?

?

Education Planning

Yes

?

?

Insurance Reviews

Yes

?

?

Insurance Shopping and Research

Yes

?

?

Mortgage Review and Assistance

Yes

?

?

Major Purchase Assistance

Yes

?

?

Health Care Planning

Yes

?

?

Financial Life Coaching

Yes

?

?

Coordination with Attorneys, CPAs, etc.

Yes

?

?

Unbiased Advice
(not influenced by compensation)

Yes

?

?

Request Introductory Session

We offer a no obligation introductory appointment. This is the first step to a dynamic client experience with a wealth management firm that understands and cares.