Tortoise Capital Advisors manages investment portfolios for individual and institutional investors, focusing primarily on the North American energy sector, power infrastructure, and companies involved in the transition to cleaner energy. Tortoise Capital Advisors builds strategies around energy infrastructure companies, including midstream businesses, renewable power generation, water treatment, and environmental services. Portfolios are typically managed to reflect model portfolios, giving Tortoise Capital Advisors the authority to make trades without asking first, though clients can place reasonable restrictions on certain investments. Tortoise Capital Advisors also manages registered investment funds and participates in wrap fee programs sponsored by third parties.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual advisory fees range up to 1.00% of assets depending on the strategy and are negotiable. Certain accounts also pay performance-based fees.