Team Wealth & Tax Advisors

Team Financial Group, LLC, operating as Team Wealth & Tax Advisors, was established in 2013 and began offering advisory services in 2020. The firm specializes in financial planning and wealth management solutions, providing services such as asset management and financial planning based on individual investment goals, risk tolerance, and time horizons. Clients have the option to impose restrictions on investments. The firm requires a minimum account size of $300,000, which may be lowered or waived in certain cases. Fees for asset management services are tiered based on assets under management, with an annual fee not exceeding 3% of assets. The firm does not charge additional client fees beyond the advisory fee. Team Wealth & Tax Advisors does not engage in performance-based fees and does not receive compensation based on capital gains. The firm primarily serves individuals, high net worth individuals, trusts, and business entities. Investment strategies include fundamental analysis, technical analysis, and cyclical analysis. The firm's investment philosophy focuses on long-term investments and risk management. Team Wealth & Tax Advisors requires discretionary authority for trading on behalf of clients and does not vote proxies on client securities. The firm has not been involved in any criminal or civil actions, administrative enforcement proceedings, or self-regulatory organization enforcement proceedings. Additionally, the firm does not compensate for client referrals and does not have any bankruptcy petitions in the past ten years.