Tuvin & Tuvin, Ltd. offers investment consulting services, including portfolio construction, asset allocation, and recommendations for mutual funds and exchange-traded funds. These services are tailored to each client's investment objectives, risk tolerance, and financial circumstances. Tuvin & Tuvin also provides financial planning services covering retirement, education, insurance, tax, and estate planning. Clients are not obligated to act on the firm's recommendations.
Assets Under Management$65K
Clients1
Advisors1
Avg. per Client$65K
Avg. per Advisor$65K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.20% |
| $1.3M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $100.0M | 0.50% |
| $100M+ | 0.30% |
Fees are negotiable. Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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