Tristen Cleve is a registered investment advisor at Core Partners, based in Austin, TX, with 16 years of industry experience. Tristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 254 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.10% |
| $5M+ | 1.00% |
Fees are negotiable and discounts may be offered to family members, friends, or associated persons of Core Partners.
Fee Estimator
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tristen is the owner, consultant, and insurance producer for Intelligent Capital Reserve Group LLC since 2011. The company provides insurance products and consulting services to HOAs and condominiums, taking nearly full-time hours.
Employment History
Current Registrations
Core Partners
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
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