Tortoise Capital Advisors (TCA Advisors) offers investment management services, primarily focusing on energy and power infrastructure, including the transition to cleaner energy. TCA advises on investments in the North American energy sector, including midstream companies and those involved in low-carbon energy sources. TCA manages client accounts to reflect model portfolios, with clients able to impose reasonable restrictions. TCA also manages private and registered funds investing in energy infrastructure and the water value chain. As of December 31, 2024, TCA managed approximately $8.4 billion in assets on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based upon the size of the account, relationship and/or the nature and level of services provided. Annual investment management fees for private funds generally range up to 0.75% of assets under management.