Tectonic Advisors provides discretionary and non-discretionary portfolio management services to individuals, corporations, trusts, and pension plans. Tectonic Advisors offers investment strategies through three primary programs: a Separately Managed Account Program utilizing exchange-traded funds and index funds, the T-Bank Program advising on collective investment funds, and a Model Portfolio Advisor Program providing unified managed account strategies in conjunction with affiliated firms. The firm constructs diversified portfolios ranging from conservative capital preservation to aggressive equity strategies, employing dynamic rebalancing and proprietary momentum triggers to manage risk. Tectonic Advisors also provides due diligence and research services to affiliated entities. Clients typically maintain their accounts and custody their assets with Charles Schwab & Co., Inc. or approved banking partners.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fee is up to 0.80% for the Separately Managed Account Program and is negotiable. Unified Managed Account Program clients pay an overlay management fee of up to 0.35% to Tectonic Advisors, plus model provider fees up to 0.70% and other program expenses.