Shade Tree Partners (STP) offers investment advice and manages portfolios for individuals, trusts, estates, non-profit organizations, corporations, and retirement plans. STP creates investment plans tailored to each client's goals and risk tolerance. STP may receive a portion of fees from third-party money managers they recommend to clients. STP also offers financial planning services, including retirement, tax, and college planning, for a fixed fee.
Fee Structure
Shade Tree Partners charges a percentage of your portfolio's value each year. The fee depends on the type of account (equity or fixed) and the amount you invest.
For equity accounts:
- $1 to $99,999: 1.90%
- $100,000 to $499,999: 1.75%
- $500,000 to $999,999: 1.50%
- Above $1,000,000: 1.00%
For fixed accounts:
- $0 - $1,000,000: 1.00%
- Above $1,000,000: 0.75%
These fees are negotiable. There is a $100 minimum annual fee. A performance fee of 7% of profits above the previous high water mark may be charged on certain accounts.