Tax Efficient Asset Management Solution, Inc.

Tax Efficient Asset Management Solution, Inc. (CRD# 146778) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $88,772,170 in 560 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    560
    ACCOUNTS
  • Average Account Value
    $158,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Tax Efficient Asset Management Solution, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David W. Holaday
CRD#: 1393080
695 Town Center Drive, Suite 700, Costa Mesa, CA 92626
96
Wealthminder
score

David Holaday (CRD# 1393080) is an Investment Advisor Representative working at Tax Efficient Asset Management Solution, Inc. in Costa Mesa, CA and has over 19 years of experience in the finance industry.

2
Julie D. Kasner
CRD#: 6412151
695 Town Center Drive, Suite 700, Costa Mesa, CA 92626
90
Wealthminder
score

Julie Kasner (CRD# 6412151) is an Investment Advisor Representative working at Tax Efficient Asset Management Solution, Inc. in Costa Mesa, CA and has 1 year of experience in the finance industry. Julie Kasner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Timothy L. Voorhees
CRD#: 856280
695 Town Center Drive, Suite 700, Costa Mesa, CA 92626
73
Wealthminder
score

Timothy Voorhees (CRD# 856280) is an Investment Advisor Representative working at Tax Efficient Asset Management Solution, Inc. in Costa Mesa, CA and has over 30 years of experience in the finance industry.

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