Tourmaline Capital Management offers investment advice to individuals, tailoring portfolios to their risk tolerance and goals. Clients can set limits on investment options. The firm uses various investment strategies, including equities, ETFs, and fixed income. Tourmaline Capital Management does not have a strict minimum account size, but smaller accounts may be infeasible.
Assets Under Management$3.5M
Clients12
Advisors1
Avg. per Client$290K
Avg. per Advisor$3.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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