Tamarind Financial Planning provides financial planning services, investment portfolio reviews, and investment consultation. They create financial plans tailored to individual client needs, covering areas like cash flow, insurance, education funding, taxes, retirement, and estate planning. For investment management, Tamarind recommends a third-party investment advisor who manages client accounts with discretion. Tamarind also offers pension consulting services.
Assets Under ManagementN/A
Clients39
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Investment management fees are negotiable. The fee schedule is inclusive of Tamarind’s fee and the sub-adviser’s fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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