Tyndale Investments provides investment management services to individuals and families. They work with clients to determine an appropriate investment approach (aggressive, moderate, or conservative) based on their goals, risk tolerance, and other factors. Tyndale Investments also offers account administration, financial planning, estate planning, and consulting services. They primarily use exchange traded funds for client portfolios.
Assets Under Management$43M
Clients30
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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