How We Are Compensated

Tara Financial Group is registered with the Securities Commissioner of the State of Georgia as a Registered Investment Advisor.  As stated in our Investment Advisory Agreement and Form ADV Part II, we charge a fee for management based on asset size as follows:

PORTFOLIO ASSET SIZE FEE PERCENTAGE
$0 - $250,000  2% annually billed at 0.50% per quarter
$250,001 - $500,000  1.5% annually billed at 0.375% per quarter
$500,001 - $1,000,000  1% annually billed at 0.25% per quarter
$1,000,001 - $2,500,000  0.75% annually billed at 0.187% per quarter
$2,500,001 - $5,000,000  0.50% annually billed at 0.125% per quarter
$5,000,001 and up  Negotiable
 
This compensation structure allows us to be paid fairly for positive performance and to suffer with you on negative performance during down markets.


 

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Securities offered through Lincoln Financial Securities Corp., Member SIPC. Advisory Services offered through Tara Financial Group, Inc.
Lincoln Financial Securities Corp. and Tara Financial Group, Inc. are not affiliated. Insurance products offered through Lincoln affiliates.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail
investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe
LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.

LFS-2636739-071019
© 2011 Tara Financial Group