Advisor at TAVCO Financial Advisory, Inc
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
TAVCO Financial Advisory, Inc
Location
Springfield, OH 45502
Credentials
Series 63, Series 65
Industry experience
12 years
ERISA Plan Services: flat fee ranging from 0.25% to 0.50% of plan assets (negotiable)
$0 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001 - $1,000,000: 0.75% $1,000,000.01+: 0.75%
Tavco Financial Advisory, LLC
2017 - Present (9 years)
The Tavenner Agency
2014 - Present (12 years)
The Tavenner Company
2014 - Present (12 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:
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.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
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.
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