Tarascio Financial Planning, LLC offers a suite of investment opportunities built by world-class external fund managers. We provide asset management expertise, broad investment strategies for diverse risk levels, and globally diversified portfolios for long-term investors.
We believe successful investing is not stock picking or market timing • Broad Diversification and Time In The Market are integral to wealth building • Speculating is not investing • Reducing costs will improve performance without adding risk • This time is not different.
Within the context of the Financial Planning Process, we work to understand your circumstances, goals and current courses of action. After a clear understanding of you, we collaborate to assemble a portfolio built around your long-term goals and risk tolerance.
We believe Environmental, Social and Governance-focused investing can achieve long-term growth without sacrificing performance.
We select companies worthy of inclusion in our ESG models only after a disciplined evaluation of various ESG and traditional financial characteristics of public companies.
Investment management fees are based on a percentage of assets under management, according to our tiered schedule:
$0 - $500,000: 0.95%
$500,001 - $1,000,000: 0.85%
$1,000,001 - $3,000,000: 0.75%
$3,000,001 - $5,000,000: 0.60%