Talon Private Wealth, LLC
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Overview
Talon Private Wealth, LLC is an advisory firm based in The Villages, Florida. The company oversees $826.4 million in total assets across 4,058 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). The firm has a small team, including 8 financial advisors. Talon Private Wealth, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments such as options, bonds and stocks.
Talon Private Wealth, LLC oversees 3,559 of the company's accounts on a discretionary basis. Discretionary management is a structure in which transaction choices are made by a portfolio manager without needing client consent. The company also manages 499 non-discretionary accounts with a total of $65.5 million in AUM. The advisory firm's average account size is $203,657. An average financial advisor at Talon Private Wealth, LLC oversees around 507 client accounts.
The company's main office is at 11974 County Road 101, The Villages, Florida 32162. The company is legally permitted to provide services to investors across 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Talon Private Wealth, LLC by the Numbers
$826.4 million
22
4,058
$203.7 thousand
Products and Services
Talon Private Wealth, LLC provides multiple services, which can include financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. However, the firm did not provide financial planning services to any of its customers in the previous fiscal year. It does sell products or offer services aside from investment advisory services to its customers. The firm also has a number of financial industry affiliations, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely depend on the type of services provided. Fees billed by the firm likely are comprised of any combination of the following fee structures: asset-based, hourly or fixed. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Talon Private Wealth, LLC caters to retail investors and high net worth investors. Out of its 4,058 customers, Talon Private Wealth, LLC's biggest client group is retail investors, though it also manages money for 188 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 9.54%
- Other Individuals - 90.46%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Talon Private Wealth, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Talon Private Wealth, LLC
The Villages, FL
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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