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The fee is billed in advance and is negotiable.","source":"PRT ADV 2A 3-2026, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Post Resch Tallon Group use?","answer":"Post Resch Tallon Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Southlake, TX), with $301M, Assetmark Trust Company (Phoenix, AZ), with $25.8M and SEI Investments Distribution Co. (Oaks, PA), with $12.9M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Post Resch Tallon Group have?","answer":"Post Resch Tallon Group has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Post Resch Tallon Group invest in?","answer":"At the end of its last fiscal year, Post Resch Tallon Group’s separately managed accounts held 52% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 4% other, 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. The 4% other category is described as: Private Investments.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Post Resch Tallon Group?","answer":"Post Resch Tallon Group’s direct owners are John Post (50% to 75%) and Kerry Tallon (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Post Resch Tallon Group get paid?","answer":"Post Resch Tallon Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Post Resch Tallon Group?","answer":"Post Resch Tallon Group’s main office is at 1163 Pittsford-Victor Road, Suite 240, Pittsford, NY 14534. Its phone number is 585-249-1030. 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