Taub Investment Planning Services LLC
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About
Taub Investment Planning Services is a solo-registered investment adviser that provides investment management through an institutional asset-allocation program and offers financial planning and consulting to individuals and various entities. The firm targets physicians, dentists and veterinarians as primary client markets and also works with businesses, retirement plans, trusts and other organizations.
Investment management is implemented via the SEI Private Trust Co. program, which uses institutional mutual-fund portfolios and executes allocations and rebalancing based on client-specific asset-allocation policies. The firm reports its assets under management are handled on a primarily non-discretionary basis, with accounts custodied at SEI and reviews conducted periodically.
Notable distinctions include that the firm’s principal is also a licensed attorney who consults with a law firm on general liability matters and holds an insurance license, which can result in insurance commissions. The firm additionally refers clients to unaffiliated advisers for other asset-management programs and provides specialized planning advice that may include Regulation D, Qualified Opportunity Zone and private placement considerations.
Client services
Expertise
Occupation focus
Fee options
Fixed fee up to $10,000 for Financial Planning and Consulting Services
$0.00 - $1,000,000.00: 1.00% $1,000,000.00 - $2,000,000.00: 0.80% $2,000,000.00 - $5,000,000.00: 0.60% $5,000,000.00 - $25,000,000.00: 0.50% $25,000,000.00+: 0.25%
Hourly rate up to $250
Account minimum: $250,000 Minimum fee: Minimum fee of $250 for Financial Planning and Consulting Services
Main office
Beachwood OH
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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.
Forms ADV
Quick links
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