Taber Asset Management L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$103,033,065
Clients
101
Advisors
4
of 4 employees
About
Taber Asset Management provides investment management, wealth management, financial planning and consulting to individuals (primarily high‑net‑worth clients), trusts, pension and profit‑sharing plans, charitable organizations and corporations. The firm typically works with larger accounts (a stated managed account minimum is $500,000, negotiable) and does not target individual non‑high‑net‑worth retail clients.
The firm’s investment process is value‑oriented and grounded in fundamental analysis, using client questionnaires and written Investment Policy Statements to define objectives and risk tolerances. Portfolios are actively managed with a core emphasis on active fixed‑income management, risk‑managed equity strategies and customized balanced allocations, and the firm may employ long‑ and short‑term purchases, margin and option strategies within client guidelines.
Distinctive aspects include a small advisory team managing roughly $110 million in client assets and a public educational outreach program — the firm’s “Creating Wealth” podcast provides free general financial content to clients and the broader public. Taber operates as an independent, SEC‑registered fiduciary that generally has discretionary authority for client accounts but does not vote client proxies unless requested to advise.
Client services
Expertise
Fee options
$100,000 - $499,999: 1.25% $500,000 - $999,999: 1.10% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $3,499,999: 0.80% $3,500,000 - $4,999,999: 0.65% $5,000,000 - $9,999,999: 0.50% $10,000,000 - $24,999,999: 0.48% $25,000,000 - $49,999,999: 0.46% $50,000,000 - $74,999,999: 0.44% $75,000,000 - $99,999,999: 0.42% $100,000,000+: 0.40%
$300 per hour for General Financial Planning and advice
Account minimum: $500,000 Minimum fee: Comprehensive Financial Planning Fee: minimum $3,500
Main office
Des Moines IA
Advisors at this office
4
Most active in
Iowa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
William T
Series 65
Des Moines, IA
Taber Asset Management L.L.C.
William Taber is a Series 65-licensed financial advisor with Taber Asset Management L.L.C. in Des Moines, IA, and has 10 years of industry experience. He is also involved with the Foxdale Condominiums Owners Association, serving as its president and director. In addition, he works as a scoreboard operator for Des Moines Public Schools. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach focused on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning services.
Anastasia T
CFP®, Series 65
Des Moines, IA
Taber Asset Management L.L.C.
Anastasia Taber is a CFP® with five years of industry experience, currently serving at Taber Asset Management L.L.C. in Des Moines, IA. Prior to joining Taber Asset Management, she worked at Cleary Gottlieb Steen & Hamilton and Bernstein Management Corp. The firm’s advisory team also produces a public educational podcast called “Creating Wealth.” Taber Asset Management provides investment and wealth management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach grounded in fundamental analysis and actively manages portfolios with a focus on fixed income, risk-managed equity strategies, and customized balanced allocations.
William T
Series 63, Series 65
Des Moines, IA
Taber Asset Management L.L.C.
William Taber is a financial advisor with Taber Asset Management L.L.C. in Des Moines, Iowa, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Taber Asset Management since 1999. Outside of his advisory role, he is a member of Taber Virtual Global Investment Network LLC, a general consulting business that is currently inactive. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach based on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning.
Carla A
Series 63, Series 65
Des Moines, IA
Taber Asset Management L.L.C.
Carla Albers is a financial advisor at Taber Asset Management L.L.C. in Des Moines, IA, holding Series 63 and Series 65 licenses with 13 years of industry experience. She has been with Taber Asset Management since 1998. Taber Asset Management provides investment management, wealth management, and financial planning services primarily to high-net-worth individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach based on fundamental security analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning.
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