Tortoise Capital Advisors, L.L.C.

Fee-Only (% of Portfolio)

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.

Assets Under Management$8.9B
Clients344
Advisors8
Avg. per Client$26M
Avg. per Advisor$1.1B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual advisory fees range up to 1.00% of assets depending on the strategy and are negotiable. Certain accounts also pay performance-based fees.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

8 Advisors at this firm

Tortoise Capital Advisors, L.L.C. - Fees, AUM & Advisors | TrueAdvisor