Tetley Investments, LLC
Assets Under Management
$173.3M
Number of Clients
158
Number of Advisors
3
Avg. Portfolio per Client
$1.1M
Avg. Managed per Advisor
$57.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Tetley Investments provides investment management on a discretionary basis, tailoring portfolios to clients' financial situations and goals. They also offer financial planning services, creating personalized plans based on in-depth interviews and data gathering. These plans cover areas like income tax, retirement, estate, and insurance planning. Tetley may recommend third-party service providers, but clients are not obligated to use them.
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. No minimum account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Location
444 N Northwest Hwy., Suite 245, Park Ridge, IL, 60068