Tortoise Investment Management offers investment management and financial advice, emphasizing risk management, a conservative, long-term approach, and tax efficiency. Tortoise manages portfolios with an understanding of each client’s complete financial circumstances. Tortoise primarily serves high-net-worth individuals and trusts, especially professionals in demanding careers. Upon request, Tortoise may advise on college and retirement planning, mortgage financing, insurance, charitable giving, estate planning, and wealth transfer.
Assets Under Management$1.7B
Clients481
Advisors16
Avg. per Client$3.6M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable and may vary based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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