Bent Tree Trust Advisors provides financial planning and consulting services, including tax, investment, estate, retirement, and insurance planning. They also offer well-being and life empowerment coaching. For investment management, Bent Tree Trust Advisors refers clients to sub-advisors like Dale K. Ehrhart, Inc. Bent Tree Trust Advisors creates an Investment Policy Statement for each client and acts as a liaison between the client and the sub-advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for assets of $10,000,000 and over. DKE will retain up to a maximum of 0.25% of the asset management fees charged to the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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