Tortuga Advisers provides investment advice and manages portfolios for individuals, trusts, estates, charitable organizations, and small business retirement plans. They focus on investment management but also discuss financial objectives, education funding, estate planning, and tax considerations. Tortuga Advisers is a fee-only firm and does not receive commissions. Clients make the final investment decisions in most cases, but Tortuga Advisers also manages a small number of accounts with authority to make trades.
Fee Structure
Tortuga Advisers charges a fee based on a percentage of the assets they manage for you. The fee is influenced by the complexity of your situation and is negotiable. While the firm generally charges 0.75% annually, your actual fee may be higher or lower. Fees are billed quarterly, in advance.