Tuve Investment Management creates tailored investment portfolios for clients, consisting of stocks, bonds, ETFs, options, mutual funds, and other securities. They review portfolios at least monthly and rebalance as needed based on client goals and objectives. Tuve Investment Management does not offer wrap fee programs.
Assets Under Management$130M
Clients1,409
Advisors2
Avg. per Client$95K
Avg. per Advisor$67M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiated with each client, not to exceed 1.50% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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