Tanager Wealth Management offers investment advice and portfolio management to individuals, high net-worth individuals, trusts, charities, and pension plans. Tanager works with clients to create a wealth plan and customized portfolio based on their goals, risk tolerance, and investment timeframe. Tanager may also recommend independent investment managers. Tanager actively manages and reviews client accounts quarterly.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
The annual fee includes a base fee and a "Bespoke Beta Fee" of 0.25%. Due to the transatlantic nature of the individuals and families that Tanager advises, they may sometimes have to apply an additional charge known as VAT (Value Added Tax). This is a UK tax and may be applicable when they are advising on UK personal pensions and individual savings accounts (ISAs). With VAT, the fees are: $0 to $750,000: 1.60% annually (including 0.30% Bespoke Beta Fee); $750,001 to $3,000,000: 1.35% annually (including 0.30% Bespoke Beta Fee); $3,000,001 to $10,000,000: 1.10% annually (including 0.30% Bespoke Beta Fee); $10,000,000 and above: 0.85% annually (including 0.30% Bespoke Beta Fee).