Tag Associates Florida LLC

CRD#325292
Investment Advisor Firm

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Learn more about Tag Associates Florida LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Tag Associates Florida LLC is located at 810 Seventh Avenue, 7th Floor, New York, NY. The firm employs 24 financial advisors to manage client portfolios and provide financial guidance. Tag Associates Florida LLC is not a registered broker-dealer.

    Tag Associates Florida LLC oversees $29.5 million in assets under management across 16 accounts, all of which are non-discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tag Associates Florida LLC includes asset-based and fixed fees. The firm maintains affiliations with a pension consultant and a commodity pool advisor.

    Tag Associates Florida LLC is registered in the states of Florida and New York.

    Assets Under Management

    $29.5 million

    Number of Advisors

    24

    Disclosures

    No

    Office Location

    810 Seventh Avenue, 7Th Floor
    New York, NY 10019

    Tag Associates Florida LLC by the Numbers

    Total Assets Under Management

    $29.5 million

    National Average: $8.6 billion
    Total Number of Employees

    71

    National Average: 64
    Total Number of Accounts

    16

    National Average: 375,227
    Average Account Size

    $1.8 million

    National Average: $23.0 thousand
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    Products and Services

    Tag Associates Florida LLC offers a number of services, which can include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. In the past financial year, Tag Associates Florida LLC provided 45301 of its clients with financial planning services. It is involved in selling products or offering services apart from investment advice to its customers.

    Core Advisor Services

    • 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.

    • 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.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • 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.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    A financial advisor's fees largely are based on the financial services provided. Fees billed by Tag Associates Florida LLC may include any blend of the following fee types: asset-based or fixed.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Tag Associates Florida LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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