3T Advisors offers financial planning and investment advice to individuals, trusts, estates, charitable organizations, and private businesses. 3T Advisors typically recommends investments in stocks, bonds, mutual funds, and exchange traded funds. Options may also be used to manage risk. 3T Advisors operates on a fee-only basis, meaning it does not accept commissions and is legally required to act in your best interest.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $3.0M | 0.40% |
| $3M+ | 0.40% |
Fees are negotiable for amounts over $3,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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