Frequently Asked Questions

We pride ourselves in making an effort to work with investors at all stages. In our sole discretion, we may accept clients with balances below $100K 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. Our 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.