Taurus Financial Fees & Minimum

Overview

Headquarters: Jersey City, NJ
Total Firm Assets: $162 million
Average High-Net-Worth Client Portfolio Size: $1.5 million

Fee Disclosure

Source: FORM ADV PART 2A - TAURUS FINANCIAL (2026-09-02) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.20%
$500,001	$1,000,000	1.00%
$1,000,001	$2,000,000	0.90%
$2,000,001	$5,000,000	0.80%
$5,000,001	$10,000,000	0.65%
$10,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,000	1.10%
$5 million	$44,000	0.88%
$10 million	$76,500	0.76%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 82.38%
Number of High-Net-Worth Clients: 87
Total Client Accounts: 243
Discretionary Accounts: 178
Non-Discretionary Accounts: 65

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 335067

FORM ADV PART 2A - TAURUS FINANCIAL (2026-09-02) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Taurus Financial disclose?

Is Taurus Financial a fiduciary?

Where is Taurus Financial located?

How many clients does Taurus Financial have?

What services does Taurus Financial offer?

How much does Taurus Financial manage?

What types of clients does Taurus Financial serve?