Tremont Street Advisors is a fee-based investment management firm offering both discretionary and non-discretionary asset management services. Tremont Street Advisors determines investment strategies, investment selection, asset allocation, and portfolio monitoring based on individual client goals, time horizons, objectives, and risk tolerance. Tremont Street Advisors may utilize third-party advisors and programs through SEI Investments Management Corporation. Tremont Street Advisors also provides services to qualified and non-qualified retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 2.00% |
| $3M+ | 1.00% |
Annual fee may be negotiable. When utilizing the programs offered through SIMC, the fees charged by Tremont Street Advisors are in addition to the fees charged by SIMC, which typically range from 0.10% - 1.25% of the portfolio’s average daily net assets.