Thomas Paine Investment Advisors manages investments for individuals, trusts, estates, foundations, endowments, and pension/profit-sharing plans. They create a customized Investment Policy Statement to guide their discretionary investment advisory program, the Global Absolute Value service, which aims for absolute returns through diversification and hedging. They do not offer financial or retirement planning.
Assets Under Management$21M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$1.5M
Investment management only (planning not offered)
Minimum Annual Fee:$18,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5M+ | 1.00% |
Minimum initial aggregated client assets of $1,500,000. The minimum annual fee at all times for this service is $18,750.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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