Treehouse Financial provides advisory services to clients based on their stated financial and risk objectives, documented in an Investment Policy Statement. The firm primarily charges fees based on the value of your portfolio, but may also provide services for a fixed fee. Treehouse Financial builds core portfolios based on Modern Portfolio Theory, selecting mutual funds, stocks, and ETFs based on investment style, performance, costs, and history.
Assets Under Management$1.1M
Clients4
Advisors2
Avg. per Client$280K
Avg. per Advisor$550K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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