TreeTop Wealth Management offers wealth management services on a fee basis for individuals and small businesses, as well as portfolio management for businesses and institutional clients. They focus on risk management, client understanding, and customer service. TreeTop uses actively managed mutual funds, exchange traded funds, bonds and alternative investments to custom build portfolios for clients. A minimum investment of $250,000 is required.
Assets Under Management$210M
Clients100
Advisors3
Avg. per Client$2.1M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees negotiable for amounts above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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