Tigress Financial Partners LLC

Fee-Only (% of Portfolio)

Tigress Financial Partners manages investment portfolios and provides ongoing advisory services for individuals, high-net-worth clients, and corporate accounts. The firm builds personalized portfolios based on each client's individual goals, time horizon, and risk tolerance, utilizing fundamental analysis, quantitative analysis, and modern portfolio theory. Tigress Financial Partners offers both discretionary management, where the firm makes investment decisions on the client's behalf, and non-discretionary advisory services, where trades require client approval. The firm's investment strategies can include long-term and short-term trading, margin transactions, options, and short sales. In addition to traditional asset classes like equities and fixed income, eligible clients may also have opportunities to invest in alternative assets such as hedge funds and private equity. The firm also participates in wrap fee programs, bundling management fees and transaction costs into a single fee.

Assets Under Management$13M
Clients15
Advisors3
Avg. per Client$860K
Avg. per Advisor$4.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $5.0M1.50%
$5.0M - $10.0M1.25%
$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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Location

3 Advisors at this firm