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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.
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