Tax Efficient Asset Management Solution, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$148,259,042
Total clients
57
79% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
29
Average account size
$2,601,036
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 location
Tax Efficient Asset Management Solution, Inc.
650 Town Center Drive, Suite 890
Costa Mesa CA 92626, United States
Number of offices
2
Most active in
California · North Carolina · Texas
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:
-
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")