Our managed portfolio strategies provide access to cost-effective, globally-diversified investments, tailored to your specific goals and objectives.
Disciplined financial plans begin with conversations about your desired financial outcomes. Together, we’ll develop and implement the solutions to address them.
Employer Retirement Plans
Retirement Plans offer significant tax-benefits to employees & employers. From cost-control to compliance, and counsel to education, we’re at your side.
Carefully crafted Estate Plans facilitate the timely and efficient transfer of your remaining assets to your beneficiaries and loved ones.
Insurance & Annuities
Insurance and Annuities can help to protect what’s most important to your family and your businesses. Our clients enjoy access to a large number of carriers as we help to identify the right solutions for their needs.
Fixed and hourly Consulting Services are offered with flexibility to meet your evolving needs. Initial consultations are always complimentary.
We counsel our clients on key financial issues, leveraging deep industry expertise and using analytical rigor to help them make informed decisions. As a fee-only registered investment advisor, we bring clients an unwavering dedication to furthering their successes, while striving to provide an exceptional level of service.
Founded in 2015, we partner with Financial Advocates Investment Management of Olympia, Washington. We are privately owned, and focus on serving individuals, families, and businesses Hawaii and the Northwestern United States.
FREQUENTLY ASKED QUESTIONS
As a condition for starting and maintaining a relationship, we generally impose a minimum portfolio size of $300,000. However, we pride ourselves on making an effort to work with investors at all stages. In our sole discretion, we may accept additional clients based upon certain criteria, including; anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities.
When clients engage Tallus Capital Advisors to provide investment management services, we charge an annual fee based upon a percentage of the market value of the assets being managed. Tallus’ annual fee is exclusive of, and in addition to brokerage commissions, transaction fees, and other related costs and expenses which are incurred by the client. However, we do not receive any portion of these commissions, fees, and costs. The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets on the last day of the previous quarter. The annual fee varies depending upon the market value of the assets under management, with a maximum annual fee of 1.25%.
Consulting fees can be fixed and/or hourly for financial planning and miscellaneous consulting services. Our consulting packages generally range from $1,000 to $5,000 on a fixed basis, and/or $250 on an hourly rate basis, depending upon the scope and level of services rendered.