TreeTop Wealth Management is an independent wealth management firm based in Northfield, Illinois, offering custom portfolio management and comprehensive financial planning for individuals, families, businesses, and retirement plans. TreeTop focuses on risk management, diversification, and tailored asset allocation using mutual funds, exchange-traded funds, bonds, and alternative investments. The firm operates independently with no proprietary products, allowing advisors to build portfolios designed to reduce risk and match each client's specific goals, time horizons, and risk tolerance. In addition to managing investments, TreeTop provides guidance on retirement planning, estate planning strategies, insurance needs, college funding, and tax planning.
Fee Structure
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 for amounts above $5,000,000 are negotiable.