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.
Clients are ready to clarify, simplify, and organize their financial lives. They see the value in partnering with an experienced Advisor to take a holistic approach to define goals, analyze options, make informed decisions, and implement strategies to realize their financial and lifestyle vision.
Clients want to get their pressing questions answered, reduce financial worries, and decrease complexity so that they can focus on what matters most in life.
Clients partner with us on an ongoing basis to stay informed, access our expertise, and make adjustments as changes in life occur.
Design and implement an integrated wealth management plan covering the core aspects of your financial life which include;
- Estate Planning
- Insurance Planning
- Tax Planning
- Retirement Planning
- Education Planning
Our unique Family Office structure offers solutions typically afforded to only high-net-worth clients but are available to all clients. Services include;
- Lifestyle Planning
- Cash Flow Management
- Risk Management Strategies
- Family Owned Business Support
- Charitable Planning
Clients partner with us, initially and overtime to design and maintain their wealth management plan. We focus on ongoing communication and collaboration that reflects changes in their life, planning strategies, and goals.
Families & Professionals with Greater Than $200,000 of Investable Assets
Wealth Planning and Asset Management fee is 1.25% annually of investable assets invoiced quarterly.
Families & Professionals with Less Than $200,000 of Investable Assets
A minimum annual advisor fee of $2,500 includes Wealth Planning & Asset Management. Once minimum asset level is reached, then a 1.25% annual fee would apply.
Young Families & Professionals
For those who are in the beginning stages of building wealth, a monthly advisory fee of $125 would apply.
Provided on an hourly or project basis.
REQUEST DISCOVERY MEETING
We offer a no obligation discovery appointment. This is the first step to a dynamic client experience with a wealth management firm that understands and cares.