Tigress Financial Partners offers portfolio management and advisory services, creating investment plans based on each client's goals, risk tolerance, and time horizon. Tigress primarily recommends equity portfolios but may use other securities to diversify. Clients can impose restrictions on investments, but Tigress may terminate the relationship if those restrictions hinder their ability to service the account. Tigress participates in wrap fee programs.
Assets Under Management$12M
Clients17
Advisors3
Avg. per Client$680K
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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