Thinagee Investments works with clients to define financial goals and develop investment strategies. They create a strategic asset allocation plan based on the client's financial situation, objectives, time horizon, and risk tolerance. Thinagee provides services in investment policy, portfolio design, security selection, account paperwork, investment education, and account review/rebalancing. Investments are made through individual stocks, mutual funds, alternative investments, and other diversified asset pools.
Assets Under Management$210M
Clients40
Advisors1
Avg. per Client$5.3M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fee is negotiable based upon portfolio size and other business considerations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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