Talon Private Wealth, LLC

Talon Private Wealth, LLC is a registered investment manager established in August 2018 by Robert M. Lester, offering financial planning and portfolio management services. The firm provides comprehensive financial planning services, including net worth analysis, tax planning, retirement projections, and more. Portfolio management services involve creating individualized portfolios based on client objectives and risk tolerance, with discretion to invest in model portfolios or third-party strategies. Talon also offers retirement plan consulting services to assist plan sponsors and trustees with plan design and investment selection. The firm requires a minimum balance of $25,000 for individual clients and high net worth individuals. Fees for financial planning services range from $250 per hour to a minimum of $1,500 for fixed fee services. Portfolio management fees are based on a percentage of assets under management, with a maximum annual fee of 2.0%. The firm does not charge performance-based fees or provide side-by-side management. Talon does not have custody of client funds and maintains privacy policies to protect client information. Clients may opt out of information sharing with affiliates. For more details on the firm's services, fees, and privacy policies, clients can contact Talon Private Wealth directly at (352) 751-3200.