Third Eye Associates, Ltd. (TEA) provides financial life planning services tailored to individual needs. TEA may refer clients to third-party money managers for investment management. Planning services cover retirement, wealth management, risk analysis, tax planning, education funding, and estate planning. TEA does not directly manage assets.
Assets Under ManagementN/A
Clients213
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fees are negotiable. Total fee (TEA's fee + Third-party Manager's fee) will not exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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