Tate Private Wealth Advisers manages investment portfolios for clients based on their individual needs and goals. They develop a personal investment policy for each client and create a portfolio based on that policy. They primarily recommend mutual funds and exchange traded funds, but may also provide advice on other types of investments. Tate Private Wealth Advisers may recommend sub-advisers to manage a portion of client accounts.
Assets Under Management$290M
Clients265
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$290M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.88% |
| $10M+ | 0.88% |
Fees are negotiable for accounts greater than $10,000,000. Minimum annual fee of $5,000. In instances where the majority of a Client’s account is invested in fixed income securities, the Client’s Adviser reserves the right to offer a reduced Cost of Services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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