Advisor at Taub Investment Planning Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Taub Investment Planning Services LLC
Location
Beachwood, OH
Credentials
Series 63, Series 65
Industry experience
9 years
Matthew Taub is a financial advisor and owner of Taub Investment Planning Services LLC in Beachwood, Ohio, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual, Mutual of America, Physicians Financial Services, and MDRN Capital. Taub also maintains a legal affiliation, serving as an attorney and associate on general liability matters with a law firm. Taub Investment Planning Services LLC is a single-advisor independent registered investment adviser serving individuals, businesses, retirement plans, trusts, and other entities, with a focus on physicians, dentists, and veterinarians. The firm provides investment management through SEI Private Trust Co.’s Wealth Management Program, primarily on a non-discretionary basis, and offers financial planning and consulting that includes tax, estate, and specialized investment topics.
Based on Taub Investment Planning Services LLC
Based on Taub Investment Planning Services LLC
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
Beachwood, OH
Ohio
MDRN Capital LLC
2023 - Present (3 years)
Taub Investment Planning Services, LLC
2022 - Present (4 years)
Physicians Financial Services
2022 - 2023 (1 year)
Mutual Of America Life Insurance Company
2017 - 2020 (3 years)
Mutual of America Securities LLC
2017 - 2022 (5 years)
Northwestern Mutual Investment Services LLC
2016 - 2017 (1 year)
Northwestern Mutual Life Insurance Company
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Chagrin Falls, OH
M. Thomas Capital Management
Series 63
Parma, OH
Intelligent Capital Management LLC
Series 63, Series 65
Solon, OH
WRK Investments, LLC
Series 65
Cleveland, OH
Volition Financial Network, LLC
Series 63, Series 65
Brecksville, OH
Jaras Financial Services, Inc.
CFA®, Series 65
Solon, OH
Private Harbour Investment Management & Counsel LLC.
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