Tavel Insurance & Financial Services, LLC

Overview

Tavel Insurance & Financial Services, LLC is a small, owner-operated limited liability company that functions primarily as an insurance broker and as a capital allocator for individual and family clients. The firm identifies "selection of other advisers" as an advisory activity, indicating it places clients with outside managers or specialists rather than providing large-scale in-house discretionary portfolio management. It reports a non-standard fee arrangement ("Other") and does not position itself as an active ESG investor or a multi-state advisory firm.

Assets & Accounts

Investments & Alternatives