Tax Efficient Asset Management Solution, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$96,602,488
Clients
57
Advisors
2
across 2 offices
About
Tax Efficient Asset Management Solution, Inc. (TEAMS) serves high‑net‑worth individuals and corporate clients, delivering tax‑focused portfolio management, comprehensive financial and estate planning, and bespoke investment policy statements. The firm provides both tactical and comprehensive planning deliverables—such as Value Proposition Letters and Family Wealth Blueprints—along with portfolio management and real‑estate/debt investment advisory services.
TEAMS follows a phased, multidisciplinary process that combines proprietary software, cash‑flow and estate‑optimization modeling, and fiduciary coaching to evaluate after‑tax outcomes and coordinate implementation. While TEAMS develops investment policy statements and implements planning recommendations, it typically delegates day‑to‑day asset management to third‑party managers and uses sub‑advisory relationships to execute the IPS-driven strategies.
What distinguishes TEAMS from many peers are its formal affiliations: the brochure discloses an affiliated law firm (Million Voorhees Ziebold LLP d/b/a Family Office Law), ownership and sub‑advisory links with Pan Global Advisers (including a fund of funds relationship), and an affiliated insurance agency (Integrated Family Office Insurance Services, Inc.). These cross‑entity relationships support integrated legal, tax, investment, and insurance coordination but also create potential conflicts that the firm addresses through a Multi‑Disciplinary Planning Disclosure and other disclosures to clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Phase 1 Value Proposition Letter (VPL): $500 to $3,000; Family Wealth Statement: $3,500 to $6,000; Financial Checkup: $2,500 to $5,000; Phase 2 tactical plans start at $1,000; comprehensive plans start at $12,000
$0 - $2,000,000: 1.50% $2,000,000 - $5,000,000: 1.30% $5,000,000 - $10,000,000: 1.15% $10,000,000 - $25,000,000: 1.00% Greater than $25,000,000+: 0.85%
$175 to $450 per hour for financial planning services
Account minimum: $25,000 for retirement accounts and $250,000 for all other accounts Fee-only: Financial planning fees for Phase 1: $500 to $3,000; Family Wealth Statement: $3,500 to $6,000; Financial Checkup: $2,500 to $5,000; Phase 2 tactical plans starting at $1,000; comprehensive plans starting at $12,000; hourly rates $175 to $450 per hour
Main office
See office4590 Macarthur Blvd, Suite 175
Newport Beach CA 92660
Advisors at this office
1
Offices (2)
Most active in
California · North Carolina · Texas
Also doing business as
Asset Strategies, LLC · Pan Global Advisers · Tax Efficient Asset Management Solution, Inc. · Teams, Inc.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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.
Advisors at this firm
Timothy V
Series 63, Series 65
Newport Beach, CA
Tax Efficient Asset Management Solution, Inc.
Timothy Voorhees is a financial advisor with Tax Efficient Asset Management Solution, Inc. (TEAMS) in Newport Beach, CA, holding Series 63 and 65 licenses and bringing 41 years of industry experience. He has been associated with Matsen Voorhees Mintz, LLP since 2011 and Voorhees Intellectual Property, LLC since 2008. Outside of his advisory work, Voorhees provides mediation services related to his church and supports community covenant-building initiatives. Tax Efficient Asset Management Solution, Inc. serves high-net-worth individuals and corporate clients with tax-focused portfolio management, comprehensive financial and estate planning, and customized investment policy statements. The firm employs a phased, multidisciplinary approach combining proprietary technology and fiduciary coaching, while typically delegating day-to-day asset management to third-party managers through sub-advisory relationships.
Evan P
CFA®
Pasadena, CA
Tax Efficient Asset Management Solution, Inc.
Evan Pan is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Tax Efficient Asset Management Solution, Inc., where he has worked since 2018, and also serves as a board member and finance committee chair for two nonprofits, Options for Learning and Joni and Friends Foundation. His prior experience includes roles at Fuller Investment Management Company and Pan Global Advisers. Tax Efficient Asset Management Solution, Inc. serves high-net-worth individuals and corporate clients with tax-focused portfolio management, financial and estate planning, and investment policy statement development. The firm employs a phased, multidisciplinary process integrating proprietary software, cash-flow and estate optimization, and fiduciary coaching, while typically delegating day-to-day asset management to third-party managers.
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